Beaumont Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beaumont Financial 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 Q2	–	Sell	-2,046	Closed	-$275K	–	364
2022 Q1	$275K	Buy	2,046 +51	+3%	+$7.14K	0.02%	296
2021 Q4	$296K	Buy	+1,995	New	+$295K	0.02%	278
2021 Q1	–	Sell	-9,060	Closed	-$1.44M	–	365
2020 Q4	$1.44M	Sell	9,060 -93	-1%	-$15K	0.13%	114
2020 Q3	$1.52M	Buy	9,153 +4,815	+111%	+$810K	0.15%	107
2020 Q2	$726K	Buy	+4,338	New	+$725K	0.08%	155
2020 Q1	–	Sell	-15,355	Closed	-$2.21M	–	286
2019 Q4	$2.21M	Sell	15,355 -6,959	-31%	-$1.02M	0.22%	85
2019 Q3	$3.34M	Sell	22,314 -1,134	-5%	-$167K	0.33%	72
2019 Q2	$3.36M	Sell	23,448 -1,755	-7%	-$243K	0.35%	69
2019 Q1	$3.47M	Buy	25,203 +15,971	+173%	+$2.14M	0.37%	64
2018 Q4	$1.23M	Buy	+9,232	New	+$1.18M	0.2%	76
2014 Q2	–	Sell	-75,538	Closed	-$9.53M	–	164
2014 Q1	$9.53M	Buy	+75,538	New	+$9.43M	0.78%	40

Other funds holding TLH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RBA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Beaumont Financial Advisors's TLH Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2022, closing a stake of 2,046 shares — an estimated $275K sold.

Beaumont Financial Advisors first reported a position in TLH in Q1 2014 and held it in 11 quarters. The position peaked at $9.53M in Q1 2014. 280 funds tracked by Wall St. Rank hold TLH as of Q2 2022.

Beaumont Financial Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Financial Advisors sold 2,046 iShares 10-20 Year Treasury Bond ETF shares in Q2 2022, an estimated $275K.
Beaumont Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2014 and held it in 11 quarters.
Beaumont Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $9.53M in Q1 2014.
280 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.