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WA
WealthTrust-Arizona’s
iShares 20+ Year Treasury Bond ETF
TLT
Stock Holding History
WealthTrust-Arizona’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
2018
Q4
$133K
Sell
1,091
-170
-13%
-$19.7K
0.08%
81
2018
Q3
$148K
Sell
1,261
-18
-1%
-$2.16K
0.07%
81
2018
Q2
$156K
Sell
1,279
-4
-0.3%
-$478
0.08%
73
2018
Q1
$156K
Sell
1,283
-29
-2%
-$3.5K
0.08%
75
2017
Q4
$166K
Buy
1,312
+23
+2%
+$2.89K
0.08%
77
2017
Q3
$161K
Sell
1,289
-3
-0.2%
-$377
0.08%
79
2017
Q2
$162K
Sell
1,292
-2
-0.2%
-$247
0.08%
71
2017
Q1
$156K
Hold
1,294
–
–
0.08%
71
2016
Q4
$154K
Sell
1,294
-130
-9%
-$16.3K
0.09%
74
2016
Q3
$196K
Sell
1,424
-4
-0.3%
-$555
0.12%
64
2016
Q2
$198K
Sell
1,428
-10
-0.7%
-$1.32K
0.12%
60
2016
Q1
$188K
Sell
1,438
-68
-5%
-$8.71K
0.12%
59
2015
Q4
$182K
Sell
1,506
-92
-6%
-$11.2K
0.11%
64
2015
Q3
$197K
Sell
1,598
-215
-12%
-$26.1K
0.12%
62
2015
Q2
$213K
Sell
1,813
-25
-1%
-$3.07K
0.13%
63
2015
Q1
$240K
Buy
+1,838
New
+$240K
0.15%
57
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BA
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$22.4B AUM
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1-Year Est. Return
WI
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$362M AUM
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1-Year Est. Return
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$134B AUM
35.51%
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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