Adroit Compliance’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Adroit Compliance’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 Q4	$724K	Buy	+6,691	New	+$670K	0.15%	39

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

RBA

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Adroit Compliance's TLH Position: Q4 2023 in Review

Adroit Compliance opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023: 6,691 shares worth $724K. The stake represents 0.15% of the portfolio and ranks #39 among its holdings.

420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

Adroit Compliance held 6,691 shares of iShares 10-20 Year Treasury Bond ETF worth $724K as of Q4 2023.
iShares 10-20 Year Treasury Bond ETF was a new Adroit Compliance position in Q4 2023.
iShares 10-20 Year Treasury Bond ETF made up 0.15% of Adroit Compliance's portfolio in Q4 2023, its #39 holding.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Adroit Compliance's 13F filing for Q4 2023, filed 8 Feb 2024.