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

WFG 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
2016 Q3	–	Sell	-8,096	Closed	-$1.13M	–	1690
2016 Q2	$1.13M	Sell	8,096 -325	-4%	-$42.9K	0.3%	86
2016 Q1	$1.1M	Sell	8,421 -140	-2%	-$17.9K	0.32%	77
2015 Q4	$1.03M	Sell	8,561 -51	-0.6%	-$6.21K	0.31%	73
2015 Q3	$1.06M	Buy	8,612 +4,167	+94%	+$506K	0.33%	69
2015 Q2	$522K	Buy	4,445 +142	+3%	+$17.4K	0.14%	156
2015 Q1	$562K	Sell	4,303 -497	-10%	-$64.9K	0.16%	150
2014 Q4	$604K	Buy	4,800 +4,265	+797%	+$517K	0.12%	185
2014 Q3	$62K	Sell	535 -2,926	-85%	-$337K	0.01%	846
2014 Q2	$393K	Buy	3,461 +2,736	+377%	+$305K	0.07%	305
2014 Q1	$79K	Sell	725 -662	-48%	-$70.6K	0.02%	729
2013 Q4	$141K	Sell	1,387 -2,811	-67%	-$294K	0.02%	621
2013 Q3	$447K	Buy	4,198 +3,412	+434%	+$362K	0.07%	302
2013 Q2	$87K	Buy	+786	New	+$92.3K	0.01%	708

Other funds holding TLT

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WFG Advisors's TLT Position: Q3 2016 in Review

WFG Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2016, closing a stake of 8,096 shares — an estimated $1.13M sold.

WFG Advisors first reported a position in TLT in Q2 2013 and held it in 13 quarters. The position peaked at $1.13M in Q2 2016. 336 funds tracked by Wall St. Rank hold TLT as of Q3 2016.

WFG Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
WFG Advisors sold 8,096 iShares 20+ Year Treasury Bond ETF shares in Q3 2016, an estimated $1.13M.
WFG Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and held it in 13 quarters.
WFG Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $1.13M in Q2 2016.
336 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.