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WCM
Wealthcare Capital Management’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
Wealthcare Capital 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
2021
Q4
–
Sell
-4,317
Closed
-$623K
–
87
2021
Q3
$623K
Buy
4,317
+420
+11%
+$62.4K
0.06%
43
2021
Q2
$563K
Buy
3,897
+265
+7%
+$37K
0.05%
42
2021
Q1
$492K
Buy
3,632
+949
+35%
+$138K
0.05%
42
2020
Q4
$423K
Buy
+2,683
New
+$426K
0.04%
45
2020
Q2
–
Sell
-1,493
Closed
-$246K
–
225
2020
Q1
$246K
Sell
1,493
-4,154
-74%
-$619K
0.03%
47
2019
Q4
$765K
Sell
5,647
-339
-6%
-$47.2K
0.09%
31
2019
Q3
$856K
Hold
5,986
–
–
0.11%
28
2019
Q2
$795K
Sell
5,986
-241
-4%
-$30.6K
0.11%
28
2019
Q1
$787K
Sell
6,227
-1,450
-19%
-$176K
0.11%
28
2018
Q4
$933K
Buy
+7,677
New
+$889K
0.14%
25
2016
Q1
–
Sell
-1,955
Closed
-$236K
–
230
2015
Q4
$236K
Buy
+1,955
New
+$238K
0.03%
43
2015
Q2
–
Sell
-477
Closed
-$62K
–
815
2015
Q1
$62K
Buy
+477
New
+$62.3K
0.01%
207
Other funds holding TLT
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
OPAM
Ocean Park Asset Management
Santa Monica, California
$2.08B AUM
5.32%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
TD Asset Management
Toronto, Ontario, Canada
$123B AUM
34.51%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
NSLI
Nan Shan Life Insurance
Taipei City, Taiwan
$2.76B AUM
6.75%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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