Advisor Partners II’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
2023
Q3
$6.73M Buy
68,416
+52,457
+329% +$5.51M 0.27% 59
2023
Q2
$1.77M Buy
+15,959
New +$1.79M 0.08% 246

Other funds holding TLH

Advisor Partners II's TLH Position: Q3 2023 in Review

Advisor Partners II increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 329% in Q3 2023, buying an estimated $5.51M and bringing the position to 68,416 shares worth $6.73M. The position accounts for 0.27% of the portfolio, ranked #59.

Advisor Partners II first reported a position in TLH in Q2 2023 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • Advisor Partners II held 68,416 shares of iShares 10-20 Year Treasury Bond ETF worth $6.73M as of Q3 2023.
  • Advisor Partners II bought 52,457 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $5.51M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.27% of Advisor Partners II's portfolio in Q3 2023, its #59 holding.
  • Advisor Partners II first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.