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

TD Ameritrade 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
Q4 		– Sell
-86
Closed -$12K – 661
2019
Q3 		$12K Buy
+86
New +$12K ﹤0.01% 415
2014
Q2 		– Sell
-93
Closed -$10K – 113
2014
Q1 		$10K Buy
+93
New +$9.92K ﹤0.01% 109
2013
Q4 		– Sell
-773
Closed -$82K – 119
2013
Q3 		$82K Buy
+773
New +$81.9K ﹤0.01% 76

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TD Ameritrade Investment Management's TLT Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 86 shares — an estimated $12K sold.

TD Ameritrade Investment Management first reported a position in TLT in Q3 2013 and held it in 3 quarters. The position peaked at $82K in Q3 2013. 572 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

  • TD Ameritrade Investment Management reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 86 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $12K.
  • TD Ameritrade Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2013 and held it in 3 quarters.
  • TD Ameritrade Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $82K in Q3 2013.
  • 572 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.