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

Tactical Allocation 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
Q2 		$271K Buy
+1,954
New +$258K 0.43% 20
2013
Q3 		– Sell
-2,681
Closed -$296K – 23
2013
Q2 		$296K Buy
+2,681
New +$315K 0.1% 18

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Tactical Allocation Group's TLT Position: Q2 2016 in Review

Tactical Allocation Group opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2016: 1,954 shares worth $271K. The stake represents 0.43% of the portfolio and ranks #20 among its holdings. This is a return to the name: Tactical Allocation Group previously reported a position in TLT as recently as Q2 2013.

Tactical Allocation Group first reported a position in TLT in Q2 2013 and has held it in 2 quarters since. The position peaked at $296K in Q2 2013. 352 funds tracked by Wall St. Rank hold TLT as of Q2 2016.

  • Tactical Allocation Group held 1,954 shares of iShares 20+ Year Treasury Bond ETF worth $271K as of Q2 2016.
  • iShares 20+ Year Treasury Bond ETF was a new Tactical Allocation Group position in Q2 2016.
  • iShares 20+ Year Treasury Bond ETF made up 0.43% of Tactical Allocation Group's portfolio in Q2 2016, its #20 holding.
  • Tactical Allocation Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 2 quarters since.
  • Tactical Allocation Group's iShares 20+ Year Treasury Bond ETF position peaked at $296K in Q2 2013.
  • 352 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2016.

Based on Tactical Allocation Group's 13F filing for Q2 2016, filed 31 Aug 2016.