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US Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

US Financial Advisors’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 		– Sell
-82
Closed -$11K – 362
2016
Q1 		$11K Buy
+82
New +$10.5K 0.02% 207

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

US Financial Advisors's TLT Position: Q2 2016 in Review

US Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2016, closing a stake of 82 shares — an estimated $11K sold.

US Financial Advisors first reported a position in TLT in Q1 2016 and held it in 1 quarter. The position peaked at $11K in Q1 2016. 352 funds tracked by Wall St. Rank hold TLT as of Q2 2016.

  • US Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 82 iShares 20+ Year Treasury Bond ETF shares in Q2 2016, an estimated $11K.
  • US Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • US Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $11K in Q1 2016.
  • 352 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.