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

Baystate 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 Q4	$887	Hold	8	–	–	﹤0.01%	1160
2023 Q3	$796	Sell	8 -681	-99%	-$71.5K	﹤0.01%	907
2023 Q2	$76.4K	Sell	689 -76	-10%	-$8.52K	0.01%	281
2023 Q1	$87.7K	Sell	765 -256	-25%	-$28.8K	0.01%	271
2022 Q4	$110K	Buy	1,021 +214	+27%	+$23.2K	0.01%	246
2022 Q3	$88K	Sell	807 -12	-1%	-$1.42K	0.01%	251
2022 Q2	$98K	Sell	819 -267	-25%	-$32.8K	0.01%	242
2022 Q1	$146K	Buy	+1,086	New	+$152K	0.01%	201

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IUHSA

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

Baystate Wealth Management's TLH Position: Q4 2023 in Review

Baystate Wealth Management held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q4 2023 at 8 shares worth $887. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Baystate Wealth Management first reported a position in TLH in Q1 2022 and has held it in 8 quarters since. The position peaked at $146K in Q1 2022. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

Baystate Wealth Management held 8 shares of iShares 10-20 Year Treasury Bond ETF worth $887 as of Q4 2023.
Baystate Wealth Management left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q4 2023.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1160 holding.
Baystate Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 8 quarters since.
Baystate Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $146K in Q1 2022.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.