Wealthspire Advisors (Maryland)’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wealthspire Advisors (Maryland)’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	-52	Closed	-$7K	–	1883
2019 Q1	$7K	Sell	52 -30	-37%	-$3.65K	﹤0.01%	1700
2018 Q4	$10K	Sell	82 -2,789	-97%	-$323K	﹤0.01%	1478
2018 Q3	$337K	Buy	2,871 +11	+0.4%	+$1.32K	0.03%	327
2018 Q2	$348K	Hold	2,860	–	–	0.03%	320
2018 Q1	$349K	Hold	2,860	–	–	0.03%	325
2017 Q4	$363K	Buy	2,860 +52	+2%	+$6.53K	0.04%	328
2017 Q3	$350K	Sell	2,808 -75	-3%	-$9.42K	0.04%	325
2017 Q2	$361K	Buy	+2,883	New	+$356K	0.04%	295
2016 Q4	–	Sell	-18	Closed	-$2K	–	1838
2016 Q3	$2K	Buy	+18	New	+$2.5K	﹤0.01%	1570

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

Wealthspire Advisors (Maryland)'s TLT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2019, closing a stake of 52 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in TLT in Q3 2016 and held it in 9 quarters. The position peaked at $363K in Q4 2017. 468 funds tracked by Wall St. Rank hold TLT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 52 iShares 20+ Year Treasury Bond ETF shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in iShares 20+ Year Treasury Bond ETF in Q3 2016 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s iShares 20+ Year Treasury Bond ETF position peaked at $363K in Q4 2017.
468 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.