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Wilmington Trust Investment Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wilmington Trust Investment Management’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
2014
Q2 		$5.01M Hold
44,130
– – 1.02% 8
2014
Q1 		$4.82M Buy
44,130
+11,690
+36% +$1.25M 0.97% 9
2013
Q4 		$3.3M Hold
32,440
– – 0.66% 19
2013
Q3 		$3.45M Sell
32,440
-18,300
-36% -$1.94M 0.72% 20
2013
Q2 		$5.59M Buy
+50,740
New +$5.96M 1.2% 9

Other funds holding TLT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AAM
American Asset Management Boca Raton, Florida $123M AUM 12.5% 1-Year Est. Return

Wilmington Trust Investment Management's TLT Position: Q2 2014 in Review

Wilmington Trust Investment Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q2 2014 at 44,130 shares worth $5.01M. The position accounts for 1.02% of the portfolio, ranked #8.

Wilmington Trust Investment Management first reported a position in TLT in Q2 2013 and has held it in 5 quarters since. The position peaked at $5.59M in Q2 2013. 200 funds tracked by Wall St. Rank hold TLT as of Q2 2014.

  • Wilmington Trust Investment Management held 44,130 shares of iShares 20+ Year Treasury Bond ETF worth $5.01M as of Q2 2014.
  • Wilmington Trust Investment Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q2 2014.
  • iShares 20+ Year Treasury Bond ETF made up 1.02% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #8 holding.
  • Wilmington Trust Investment Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's iShares 20+ Year Treasury Bond ETF position peaked at $5.59M in Q2 2013.
  • 200 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.