YorkBridge Wealth Partners’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-80	Closed	-$11K	–	596
2019 Q2	$11K	Hold	80	–	–	﹤0.01%	542
2019 Q1	$10K	Hold	80	–	–	﹤0.01%	596
2018 Q4	$10K	Hold	80	–	–	0.01%	576
2018 Q3	$9K	Hold	80	–	–	﹤0.01%	612
2018 Q2	$10K	Hold	80	–	–	﹤0.01%	617
2018 Q1	$10K	Hold	80	–	–	﹤0.01%	619
2017 Q4	$10K	Hold	80	–	–	﹤0.01%	630
2017 Q3	$10K	Hold	80	–	–	0.01%	639
2017 Q2	$10K	Hold	80	–	–	0.01%	631
2017 Q1	$10K	Hold	80	–	–	0.01%	621
2016 Q4	$10K	Buy	+80	New	+$10K	0.01%	594

Other funds holding TLT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

YorkBridge Wealth Partners's TLT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q3 2019, closing a stake of 80 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in TLT in Q4 2016 and held it in 11 quarters. The position peaked at $11K in Q2 2019. 515 funds tracked by Wall St. Rank hold TLT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 80 iShares 20+ Year Treasury Bond ETF shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares 20+ Year Treasury Bond ETF position peaked at $11K in Q2 2019.
515 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.