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

Towerpoint Wealth’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
-35
Closed -$5K – 82
2019
Q3 		$5K Buy
+35
New +$4.86K ﹤0.01% 82

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Towerpoint Wealth's TLT Position: Q4 2019 in Review

Towerpoint Wealth sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2019, closing a stake of 35 shares — an estimated $5K sold.

Towerpoint Wealth first reported a position in TLT in Q3 2019 and held it in 1 quarter. The position peaked at $5K in Q3 2019. 571 funds tracked by Wall St. Rank hold TLT as of Q4 2019.

  • Towerpoint Wealth reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 35 iShares 20+ Year Treasury Bond ETF shares in Q4 2019, an estimated $5K.
  • Towerpoint Wealth first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's iShares 20+ Year Treasury Bond ETF position peaked at $5K in Q3 2019.
  • 571 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.