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

Wealthstar 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
2020
Q1 		$300K Buy
1,821
+27
+2% +$4.02K 0.21% 40
2019
Q4 		$244K Hold
1,794
– – 0.15% 53
2019
Q3 		$257K Sell
1,794
-141
-7% -$19.6K 0.14% 51
2019
Q2 		$258K Buy
1,935
+158
+9% +$20.1K 0.15% 47
2019
Q1 		$222K Buy
+1,777
New +$216K 0.14% 50

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wealthstar Advisors's TLT Position: Q1 2020 in Review

Wealthstar Advisors increased its iShares 20+ Year Treasury Bond ETF (TLT) stake by 1.5% in Q1 2020, buying an estimated $4.02K and bringing the position to 1,821 shares worth $300K. The position accounts for 0.21% of the portfolio, ranked #40.

Wealthstar Advisors first reported a position in TLT in Q1 2019 and has held it in 5 quarters since. 585 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

  • Wealthstar Advisors held 1,821 shares of iShares 20+ Year Treasury Bond ETF worth $300K as of Q1 2020.
  • Wealthstar Advisors bought 27 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $4.02K.
  • iShares 20+ Year Treasury Bond ETF made up 0.21% of Wealthstar Advisors's portfolio in Q1 2020, its #40 holding.
  • Wealthstar Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2019 and has held it in 5 quarters since.
  • 585 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on Wealthstar Advisors's 13F filing for Q1 2020, filed 12 May 2020.