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

Tanglewood 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
2014
Q1 		– Sell
-65,648
Closed -$7.88M – 7
2013
Q4 		$7.88M Buy
65,648
+6,766
+11% +$708K 6.45% 5
2013
Q3 		$6.26M Buy
58,882
+31,432
+115% +$3.33M 5.76% 5
2013
Q2 		$3.03M Buy
+27,450
New +$3.22M 2.61% 7

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Tanglewood Wealth Management's TLT Position: Q1 2014 in Review

Tanglewood Wealth Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2014, closing a stake of 65,648 shares — an estimated $7.88M sold.

Tanglewood Wealth Management first reported a position in TLT in Q2 2013 and held it in 3 quarters. The position peaked at $7.88M in Q4 2013. 183 funds tracked by Wall St. Rank hold TLT as of Q1 2014.

  • Tanglewood Wealth Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Tanglewood Wealth Management sold 65,648 iShares 20+ Year Treasury Bond ETF shares in Q1 2014, an estimated $7.88M.
  • Tanglewood Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 3 quarters.
  • Tanglewood Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $7.88M in Q4 2013.
  • 183 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2014.

Based on Tanglewood Wealth Management's 13F filing for Q1 2014, filed 24 Apr 2014.