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Wellesley Investment Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wellesley Investment Partners’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
Q3 		$206K Hold
1,265
– – 0.07% 100
2020
Q2 		$207K Hold
1,265
– – 0.07% 101
2020
Q1 		$208K Buy
+1,265
New +$189K 0.08% 97

Other funds holding TLT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellesley Investment Partners's TLT Position: Q3 2020 in Review

Wellesley Investment Partners held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2020 at 1,265 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #100.

Wellesley Investment Partners first reported a position in TLT in Q1 2020 and has held it in 3 quarters since. The position peaked at $208K in Q1 2020. 623 funds tracked by Wall St. Rank hold TLT as of Q3 2020.

  • Wellesley Investment Partners held 1,265 shares of iShares 20+ Year Treasury Bond ETF worth $206K as of Q3 2020.
  • Wellesley Investment Partners left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2020.
  • iShares 20+ Year Treasury Bond ETF made up 0.07% of Wellesley Investment Partners's portfolio in Q3 2020, its #100 holding.
  • Wellesley Investment Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2020 and has held it in 3 quarters since.
  • Wellesley Investment Partners's iShares 20+ Year Treasury Bond ETF position peaked at $208K in Q1 2020.
  • 623 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.