American Portfolios Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

American Portfolios Advisors’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 Q3	$190K	Buy	1,744 +59	+4%	+$6.98K	0.01%	1034
2022 Q2	$202K	Sell	1,685 -138	-8%	-$16.9K	0.01%	1042
2022 Q1	$246K	Buy	1,823 +1,418	+350%	+$199K	0.01%	1064
2021 Q4	$60.1K	Buy	405 +260	+179%	+$38.5K	﹤0.01%	1785
2021 Q3	$21.3K	Buy	145 +22	+18%	+$3.31K	﹤0.01%	2262
2021 Q2	$18.1K	Hold	123	–	–	﹤0.01%	2269
2021 Q1	$17.2K	Sell	123 -1,368	-92%	-$203K	﹤0.01%	2146
2020 Q4	$237K	Buy	1,491 +940	+171%	+$152K	0.01%	824
2020 Q3	$91.7K	Buy	551 +5	+0.9%	+$841	0.01%	1090
2020 Q2	$91.4K	Sell	546 -19	-3%	-$3.17K	0.01%	1030
2020 Q1	$94.6K	Buy	565 +219	+63%	+$33.8K	0.01%	909
2019 Q4	$49.7K	Buy	346 +246	+246%	+$36.1K	﹤0.01%	1348
2019 Q3	$15K	Buy	100 +80	+400%	+$11.8K	﹤0.01%	1786
2019 Q2	$2.86K	Buy	+20	New	+$2.77K	﹤0.01%	2367

Other funds holding TLH

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

American Portfolios Advisors's TLH Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.5% in Q3 2022, buying an estimated $6.98K and bringing the position to 1,744 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #1034.

American Portfolios Advisors first reported a position in TLH in Q2 2019 and has held it in 14 quarters since. The position peaked at $246K in Q1 2022. 308 funds tracked by Wall St. Rank hold TLH as of Q3 2022.

American Portfolios Advisors held 1,744 shares of iShares 10-20 Year Treasury Bond ETF worth $190K as of Q3 2022.
American Portfolios Advisors bought 59 iShares 10-20 Year Treasury Bond ETF shares in Q3 2022, an estimated $6.98K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1034 holding.
American Portfolios Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $246K in Q1 2022.
308 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.