Strid Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Strid Group’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
2016 Q3	–	Sell	-85,952	Closed	-$12M	–	48
2016 Q2	$12M	Buy	+85,952	New	+$11.3M	5.03%	5

Other funds holding TLT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strid Group's TLT Position: Q3 2016 in Review

Strid Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2016, closing a stake of 85,952 shares — an estimated $12M sold.

Strid Group first reported a position in TLT in Q2 2016 and held it in 1 quarter. The position peaked at $12M in Q2 2016. 335 funds tracked by Wall St. Rank hold TLT as of Q3 2016.

Strid Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
Strid Group sold 85,952 iShares 20+ Year Treasury Bond ETF shares in Q3 2016, an estimated $12M.
Strid Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2016 and held it in 1 quarter.
Strid Group's iShares 20+ Year Treasury Bond ETF position peaked at $12M in Q2 2016.
335 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2016.

Based on Strid Group's 13F filing for Q3 2016, filed 8 Nov 2016.