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

Bellwether 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
2023 Q1	–	Sell	-24	Closed	-$2.6K	–	535
2022 Q4	$2.6K	Sell	24 -85	-78%	-$9.21K	﹤0.01%	338
2022 Q3	$11K	Buy	109 +85	+354%	+$10.1K	﹤0.01%	258
2022 Q2	$2K	Hold	24	–	–	﹤0.01%	343
2022 Q1	$3K	Hold	24	–	–	﹤0.01%	429
2021 Q4	$3K	Hold	24	–	–	﹤0.01%	477
2021 Q3	$3K	Hold	24	–	–	﹤0.01%	441
2021 Q2	$3K	Sell	24 -6	-20%	-$860	﹤0.01%	359
2021 Q1	$4K	Hold	30	–	–	﹤0.01%	321
2020 Q4	$4K	Buy	+30	New	+$4.85K	﹤0.01%	283

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bellwether Advisors's TLH Position: Q1 2023 in Review

Bellwether Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 24 shares — an estimated $2.6K sold.

Bellwether Advisors first reported a position in TLH in Q4 2020 and held it in 9 quarters. The position peaked at $11K in Q3 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

Bellwether Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Bellwether Advisors sold 24 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.6K.
Bellwether Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 9 quarters.
Bellwether Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $11K in Q3 2022.
373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.