Telemus Capital’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Telemus Capital’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 Q2	–	Sell	-7,728	Closed	-$977K	–	420
2019 Q1	$977K	Sell	7,728 -1,730	-18%	-$210K	0.07%	196
2018 Q4	$1.15M	Sell	9,458 -3,215	-25%	-$372K	0.09%	162
2018 Q3	$1.49M	Sell	12,673 -883	-7%	-$106K	0.11%	147
2018 Q2	$1.65M	Sell	13,556 -440	-3%	-$52.6K	0.13%	142
2018 Q1	$1.71M	Sell	13,996 -492	-3%	-$59.4K	0.14%	138
2017 Q4	$1.84M	Buy	+14,488	New	+$1.82M	0.14%	127

Other funds holding TLT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Telemus Capital's TLT Position: Q2 2019 in Review

Telemus Capital sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2019, closing a stake of 7,728 shares — an estimated $977K sold.

Telemus Capital first reported a position in TLT in Q4 2017 and held it in 6 quarters. The position peaked at $1.84M in Q4 2017. 468 funds tracked by Wall St. Rank hold TLT as of Q2 2019.

Telemus Capital reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Telemus Capital sold 7,728 iShares 20+ Year Treasury Bond ETF shares in Q2 2019, an estimated $977K.
Telemus Capital first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2017 and held it in 6 quarters.
Telemus Capital's iShares 20+ Year Treasury Bond ETF position peaked at $1.84M in Q4 2017.
468 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2019.

Based on Telemus Capital's 13F filing for Q2 2019, filed 9 Aug 2019.