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

Baker Tilly Wealth 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
-1,830
Closed -$203K – 543
2023
Q2 		$203K Sell
1,830
-1,405
-43% -$158K 0.02% 524
2023
Q1 		$371K Buy
3,235
+1,283
+66% +$144K 0.04% 405
2022
Q4 		$211K Buy
+1,952
New +$212K 0.03% 499

Other funds holding TLH

Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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

Baker Tilly Wealth Management's TLH Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 1,830 shares — an estimated $203K sold.

Baker Tilly Wealth Management first reported a position in TLH in Q4 2022 and held it in 3 quarters. The position peaked at $371K in Q1 2023. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,830 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $203K.
  • Baker Tilly Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • Baker Tilly Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $371K in Q1 2023.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.