AlphaStar Capital Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

AlphaStar Capital Management’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 Q3	–	Sell	-1,940	Closed	-$215K	–	270
2023 Q2	$215K	Sell	1,940 -6,908	-78%	-$774K	0.02%	241
2023 Q1	$1.01M	Buy	+8,848	New	+$995K	0.09%	135

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

IUHSA

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

AlphaStar Capital Management's TLH Position: Q3 2023 in Review

AlphaStar Capital Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 1,940 shares — an estimated $215K sold.

AlphaStar Capital Management first reported a position in TLH in Q1 2023 and held it in 2 quarters. The position peaked at $1.01M in Q1 2023. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

AlphaStar Capital Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
AlphaStar Capital Management sold 1,940 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $215K.
AlphaStar Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
AlphaStar Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.01M in Q1 2023.
346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on AlphaStar Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.