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Sequoia Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sequoia Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,430
Closed -$489K – 45
2019
Q3 		$489K Sell
3,430
-570
-14% -$79.2K 1% 31
2019
Q2 		$532K Hold
4,000
– – 0.5% 31
2019
Q1 		$500K Hold
4,000
– – 0.41% 45
2018
Q4 		$486K Buy
+4,000
New +$463K 0.48% 35

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sequoia Wealth Management's TLT Position: Q4 2019 in Review

Sequoia Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 3,430 shares — an estimated $489K sold.

Sequoia Wealth Management first reported a position in TLT in Q4 2018 and held it in 4 quarters. The position peaked at $532K in Q2 2019. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

  • Sequoia Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 3,430 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $489K.
  • Sequoia Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2018 and held it in 4 quarters.
  • Sequoia Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $532K in Q2 2019.
  • 571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.