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

Antonetti 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	$1.48K	Sell	15 -76	-84%	-$7.98K	﹤0.01%	280
2023 Q2	$10.1K	Hold	91	–	–	0.01%	220
2023 Q1	$10.4K	Hold	91	–	–	0.02%	216
2022 Q4	$9.84K	Hold	91	–	–	0.01%	222
2022 Q3	$10K	Hold	91	–	–	0.01%	220
2022 Q2	$11K	Hold	91	–	–	0.01%	219
2022 Q1	$12K	Hold	91	–	–	0.01%	243
2021 Q4	$14K	Hold	91	–	–	0.01%	277
2021 Q3	$13K	Buy	+91	New	+$13.7K	0.01%	289

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 $7.07B 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

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

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

Antonetti Capital Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 84% in Q3 2023, selling an estimated $7.98K and leaving 15 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Antonetti Capital Management first reported a position in TLH in Q3 2021 and has held it in 9 quarters since. The position peaked at $14K in Q4 2021. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

Antonetti Capital Management held 15 shares of iShares 10-20 Year Treasury Bond ETF worth $1.48K as of Q3 2023.
Antonetti Capital Management sold 76 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $7.98K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Antonetti Capital Management's portfolio in Q3 2023, its #280 holding.
Antonetti Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $14K in Q4 2021.
346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.