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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$631K Buy
5,794
+5,780
+41,286% +$684K 0.14% 148
2022
Q2
$2K Buy
+14
New +$1.72K ﹤0.01% 836

Other funds holding TLH

ACG Wealth's TLH Position: Q3 2022 in Review

ACG Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 41,286% in Q3 2022, buying an estimated $684K and bringing the position to 5,794 shares worth $631K. The position accounts for 0.14% of the portfolio, ranked #148.

ACG Wealth first reported a position in TLH in Q2 2022 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold TLH as of Q3 2022.

  • ACG Wealth held 5,794 shares of iShares 10-20 Year Treasury Bond ETF worth $631K as of Q3 2022.
  • ACG Wealth bought 5,780 iShares 10-20 Year Treasury Bond ETF shares in Q3 2022, an estimated $684K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.14% of ACG Wealth's portfolio in Q3 2022, its #148 holding.
  • ACG Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.