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

Westover Capital 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
2018
Q1 		– Sell
-6,997
Closed -$888K – 123
2017
Q4 		$888K Sell
6,997
-15,702
-69% -$1.97M 0.49% 64
2017
Q3 		$2.83M Buy
22,699
+476
+2% +$59.8K 1.67% 19
2017
Q2 		$2.78M Buy
22,223
+558
+3% +$68.9K 1.83% 18
2017
Q1 		$2.62M Buy
21,665
+919
+4% +$110K 1.74% 25
2016
Q4 		$2.47M Sell
20,746
-16,036
-44% -$2.01M 1.77% 21
2016
Q3 		$5.06M Buy
36,782
+628
+2% +$87.2K 3.76% 1
2016
Q2 		$5.02M Buy
36,154
+6,413
+22% +$846K 4.12% 1
2016
Q1 		$3.88M Buy
29,741
+4,965
+20% +$636K 3.28% 6
2015
Q4 		$2.99M Sell
24,776
-177
-0.7% -$21.6K 2.49% 11
2015
Q3 		$3.08M Buy
24,953
+5,583
+29% +$678K 2.65% 9
2015
Q2 		$2.27M Buy
+19,370
New +$2.38M 1.81% 20

Other funds holding TLT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Westover Capital Advisors's TLT Position: Q1 2018 in Review

Westover Capital Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q1 2018, closing a stake of 6,997 shares — an estimated $888K sold.

Westover Capital Advisors first reported a position in TLT in Q2 2015 and held it in 11 quarters. The position peaked at $5.06M in Q3 2016. 357 funds tracked by Wall St. Rank hold TLT as of Q1 2018.

  • Westover Capital Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Westover Capital Advisors sold 6,997 iShares 20+ Year Treasury Bond ETF shares in Q1 2018, an estimated $888K.
  • Westover Capital Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2015 and held it in 11 quarters.
  • Westover Capital Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $5.06M in Q3 2016.
  • 357 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q1 2018.

Based on Westover Capital Advisors's 13F filing for Q1 2018, filed 11 May 2018.