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Sonora Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Sonora Investment 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
2020
Q1 		– Sell
-192
Closed -$26K – 1742
2019
Q4 		$26K Hold
192
– – ﹤0.01% 742
2019
Q3 		$27K Sell
192
-125
-39% -$17.4K ﹤0.01% 710
2019
Q2 		$42K Buy
+317
New +$40.3K ﹤0.01% 598
2018
Q2 		– Sell
-19
Closed -$2.32K – 1214
2018
Q1 		$2.32K Buy
+19
New +$2.29K ﹤0.01% 1042

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Sonora Investment Management's TLT Position: Q1 2020 in Review

Sonora Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020, closing a stake of 192 shares — an estimated $26K sold.

Sonora Investment Management first reported a position in TLT in Q1 2018 and held it in 4 quarters. The position peaked at $42K in Q2 2019. 585 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

  • Sonora Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Sonora Investment Management sold 192 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $26K.
  • Sonora Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2018 and held it in 4 quarters.
  • Sonora Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $42K in Q2 2019.
  • 585 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on Sonora Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.