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

AdvicePeriod’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
2018 Q4	–	Sell	-11,300	Closed	-$1.45M	–	80
2018 Q3	$1.45M	Hold	11,300	–	–	0.16%	53
2018 Q2	$1.48M	Buy	+11,300	New	+$1.47M	0.24%	39

Other funds holding TLH

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

RIG

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

NFG

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AdvicePeriod's TLH Position: Q4 2018 in Review

AdvicePeriod sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2018, closing a stake of 11,300 shares — an estimated $1.45M sold.

AdvicePeriod first reported a position in TLH in Q2 2018 and held it in 2 quarters. The position peaked at $1.48M in Q2 2018. 95 funds tracked by Wall St. Rank hold TLH as of Q4 2018.

AdvicePeriod reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
AdvicePeriod sold 11,300 iShares 10-20 Year Treasury Bond ETF shares in Q4 2018, an estimated $1.45M.
AdvicePeriod first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2018 and held it in 2 quarters.
AdvicePeriod's iShares 10-20 Year Treasury Bond ETF position peaked at $1.48M in Q2 2018.
95 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2018.

Based on AdvicePeriod's 13F filing for Q4 2018, filed 28 Jan 2019.