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

Wealthfront’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
2015
Q4 		– Sell
-35
Closed -$4K – 982
2015
Q3 		$4K Buy
+35
New +$4.25K ﹤0.01% 1133
2014
Q4 		– Sell
-69
Closed -$8K – 981
2014
Q3 		$8K Buy
+69
New +$7.94K ﹤0.01% 538

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

Wealthfront's TLT Position: Q4 2015 in Review

Wealthfront sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q4 2015, closing a stake of 35 shares — an estimated $4K sold.

Wealthfront first reported a position in TLT in Q3 2014 and held it in 2 quarters. The position peaked at $8K in Q3 2014. 273 funds tracked by Wall St. Rank hold TLT as of Q4 2015.

  • Wealthfront reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 35 iShares 20+ Year Treasury Bond ETF shares in Q4 2015, an estimated $4K.
  • Wealthfront first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2014 and held it in 2 quarters.
  • Wealthfront's iShares 20+ Year Treasury Bond ETF position peaked at $8K in Q3 2014.
  • 273 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.