Atlas Private Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-257	Closed	-$38K	–	636
2021 Q3	$38K	Hold	257	–	–	0.02%	265
2021 Q2	$38K	Hold	257	–	–	0.02%	260
2021 Q1	$36K	Hold	257	–	–	0.02%	273
2020 Q4	$41K	Hold	257	–	–	0.03%	245
2020 Q3	$43K	Hold	257	–	–	0.04%	225
2020 Q2	$43K	Buy	+257	New	+$42.9K	0.04%	226

Other funds holding TLH

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Atlas Private Wealth Advisors's TLH Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2021, closing a stake of 257 shares — an estimated $38K sold.

Atlas Private Wealth Advisors first reported a position in TLH in Q2 2020 and held it in 6 quarters. The position peaked at $43K in Q3 2020. 242 funds tracked by Wall St. Rank hold TLH as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 257 iShares 10-20 Year Treasury Bond ETF shares in Q4 2021, an estimated $38K.
Atlas Private Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $43K in Q3 2020.
242 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.