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

SSI 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
2019
Q3 		– Sell
-18,416
Closed -$2.45M – 295
2019
Q2 		$2.45M Buy
18,416
+163
+0.9% +$20.7K 0.18% 149
2019
Q1 		$2.31M Buy
18,253
+232
+1% +$28.2K 0.19% 141
2018
Q4 		$2.19M Buy
+18,021
New +$2.09M 0.2% 131
2016
Q4 		– Sell
-25,013
Closed -$3.44M – 314
2016
Q3 		$3.44M Sell
25,013
-7,108
-22% -$986K 0.32% 111
2016
Q2 		$4.46M Buy
32,121
+10,740
+50% +$1.42M 0.45% 77
2016
Q1 		$2.79M Buy
21,381
+3,373
+19% +$432K 0.29% 121
2015
Q4 		$2.17M Buy
18,008
+5,166
+40% +$629K 0.22% 148
2015
Q3 		$1.58M Buy
+12,842
New +$1.56M 0.17% 151

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 $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return