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

Advocacy Wealth Management Services’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
2022 Q4	–	Sell	-228	Closed	-$25K	–	125
2022 Q3	$25K	Buy	+228	New	+$27K	﹤0.01%	71
2022 Q2	–	Sell	-84	Closed	-$11K	–	200
2022 Q1	$11K	Buy	84 +22	+35%	+$3.08K	﹤0.01%	105
2021 Q4	$9K	Hold	62	–	–	﹤0.01%	123
2021 Q3	$9K	Hold	62	–	–	﹤0.01%	124
2021 Q2	$9K	Hold	62	–	–	﹤0.01%	142
2021 Q1	$9K	Hold	62	–	–	﹤0.01%	122
2020 Q4	$10K	Hold	62	–	–	﹤0.01%	118
2020 Q3	$10K	Hold	62	–	–	﹤0.01%	115
2020 Q2	$10K	Sell	62 -122	-66%	-$20.4K	﹤0.01%	111
2020 Q1	$31K	Hold	184	–	–	0.01%	53
2019 Q4	$26K	Sell	184 -5	-3%	-$733	0.01%	84
2019 Q3	$28K	Hold	189	–	–	0.02%	75
2019 Q2	$27K	Hold	189	–	–	0.02%	80
2019 Q1	$26K	Sell	189 -141	-43%	-$18.9K	0.03%	69
2018 Q4	$44K	Buy	330 +176	+114%	+$22.6K	0.03%	42
2018 Q3	$20K	Hold	154	–	–	0.01%	89
2018 Q2	$20K	Buy	+154	New	+$20K	0.01%	89
2016 Q3	–	Sell	-300	Closed	-$44K	–	388
2016 Q2	$44K	Buy	+300	New	+$42.7K	0.02%	158

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

FFM

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

RBA

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

Advocacy Wealth Management Services's TLH Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 228 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in TLH in Q2 2016 and held it in 18 quarters. The position peaked at $44K in Q4 2018. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

Advocacy Wealth Management Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 228 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $25K.
Advocacy Wealth Management Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2016 and held it in 18 quarters.
Advocacy Wealth Management Services's iShares 10-20 Year Treasury Bond ETF position peaked at $44K in Q4 2018.
352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.