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

Accel 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
2023 Q2	–	Sell	-20	Closed	-$2.29K	–	792
2023 Q1	$2.29K	Sell	20 -66	-77%	-$7.42K	﹤0.01%	1096
2022 Q4	$9.3K	Hold	86	–	–	﹤0.01%	724
2022 Q3	$9K	Buy	86 +20	+30%	+$2.37K	﹤0.01%	767
2022 Q2	$8K	Hold	66	–	–	﹤0.01%	749
2022 Q1	$9K	Hold	66	–	–	﹤0.01%	728
2021 Q4	$10K	Hold	66	–	–	﹤0.01%	716
2021 Q3	$10K	Hold	66	–	–	0.01%	646
2021 Q2	$10K	Hold	66	–	–	0.01%	698
2021 Q1	$9K	Sell	66 -165	-71%	-$24.5K	0.01%	680
2020 Q4	$37K	Buy	+231	New	+$37.4K	0.03%	356

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Accel Wealth Management's TLH Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 20 shares — an estimated $2.29K sold.

Accel Wealth Management first reported a position in TLH in Q4 2020 and held it in 10 quarters. The position peaked at $37K in Q4 2020. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

Accel Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 20 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $2.29K.
Accel Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $37K in Q4 2020.
395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.