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Winslow Evans & Crocker’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$21K Hold
131
– – ﹤0.01% 784
2020
Q3 		$21K Sell
131
-119
-48% -$19.7K 0.01% 618
2020
Q2 		$41K Buy
250
+46
+23% +$7.57K 0.01% 496
2020
Q1 		$34K Buy
204
+130
+176% +$19.4K 0.01% 496
2019
Q4 		$10K Hold
74
– – ﹤0.01% 834
2019
Q3 		$12K Sell
74
-40
-35% -$5.56K ﹤0.01% 777
2019
Q2 		$16K Sell
114
-48
-30% -$6.1K ﹤0.01% 724
2019
Q1 		$22K Sell
162
-56
-26% -$6.81K 0.01% 649
2018
Q4 		$28K Buy
+218
New +$25.2K 0.01% 573
2018
Q3 		– Sell
-136
Closed -$18K – 1138
2018
Q2 		$18K Buy
+136
New +$16.3K 0.01% 697
2018
Q1 		– Sell
-26
Closed -$3.3K – 1155
2017
Q4 		$3.3K Sell
26
-42
-62% -$5.27K ﹤0.01% 976
2017
Q3 		$8.36K Buy
+68
New +$8.54K ﹤0.01% 850
2017
Q1 		– Sell
-320
Closed -$38.1K – 1276
2016
Q4 		$38.1K Sell
320
-50
-14% -$6.26K 0.01% 596
2016
Q3 		$50.9K Sell
370
-118
-24% -$16.4K 0.01% 536
2016
Q2 		$67.6K Sell
488
-632
-56% -$83.4K 0.02% 454
2016
Q1 		$146K Buy
1,120
+684
+157% +$87.6K 0.04% 308
2015
Q4 		$52.5K Sell
436
-1,714
-80% -$209K 0.02% 523
2015
Q3 		$265K Buy
2,150
+1,714
+393% +$208K 0.08% 231
2015
Q2 		$51.1K Sell
436
-1,524
-78% -$187K 0.01% 547
2015
Q1 		$256K Buy
1,960
+1,640
+513% +$214K 0.07% 266
2014
Q4 		$40.3K Buy
+320
New +$38.8K 0.01% 579
2014
Q3 		– Sell
-12,732
Closed -$1.45M – 1433
2014
Q2 		$1.45M Buy
+12,732
New +$1.42M 0.48% 50

Other funds holding TLT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Winslow Evans & Crocker's TLT Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q4 2020 at 131 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Winslow Evans & Crocker first reported a position in TLT in Q2 2014 and has held it in 22 quarters since. The position peaked at $1.45M in Q2 2014. 637 funds tracked by Wall St. Rank hold TLT as of Q4 2020.

  • Winslow Evans & Crocker held 131 shares of iShares 20+ Year Treasury Bond ETF worth $21K as of Q4 2020.
  • Winslow Evans & Crocker left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q4 2020.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #784 holding.
  • Winslow Evans & Crocker first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2014 and has held it in 22 quarters since.
  • Winslow Evans & Crocker's iShares 20+ Year Treasury Bond ETF position peaked at $1.45M in Q2 2014.
  • 637 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.