Wellington Management Group
TLT icon

Wellington Management Group’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wellington Management Group’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
2016
Q3 		– Sell
-16,207
Closed -$4.94M – 2240
2016
Q2 		$4.94M Buy
16,207
+6,567
+68% +$866K ﹤0.01% 1344
2016
Q1 		$3.09M Sell
9,640
-4,689
-33% -$601K ﹤0.01% 1483
2015
Q4 		$1.66M Buy
+14,329
New +$1.75M ﹤0.01% 1668

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group's TLT Position: Q1 2020 in Review

Wellington Management Group sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2020, closing a stake of 11,416 shares — an estimated $1.55M sold.

Wellington Management Group first reported a position in TLT in Q2 2013 and held it in 26 quarters. The position peaked at $53.5M in Q1 2016. 585 funds tracked by Wall St. Rank hold TLT as of Q1 2020.

  • Wellington Management Group reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Wellington Management Group sold 11,416 iShares 20+ Year Treasury Bond ETF shares in Q1 2020, an estimated $1.55M.
  • Wellington Management Group first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 26 quarters.
  • Wellington Management Group's iShares 20+ Year Treasury Bond ETF position peaked at $53.5M in Q1 2016.
  • 585 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2020.

Based on Wellington Management Group's 13F filing for Q1 2020, filed 14 May 2020.