1900 Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

1900 Wealth Management’s Portfolio TLH Stock Details TLH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-4,966	Closed	-$731K	–	247
2021 Q3	$731K	Buy	+4,966	New	+$748K	0.07%	140

Other funds holding TLH

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

1900 Wealth Management's TLH Position: Q4 2021 in Review

1900 Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2021, closing a stake of 4,966 shares — an estimated $731K sold.

1900 Wealth Management first reported a position in TLH in Q3 2021 and held it in 1 quarter. The position peaked at $731K in Q3 2021. 242 funds tracked by Wall St. Rank hold TLH as of Q4 2021.

1900 Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
1900 Wealth Management sold 4,966 iShares 10-20 Year Treasury Bond ETF shares in Q4 2021, an estimated $731K.
1900 Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
1900 Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $731K in Q3 2021.
242 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2021.

Based on 1900 Wealth Management's 13F filing for Q4 2021, filed 31 Jan 2022.