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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$6K Sell
39
-656
-94% -$90.7K 0.19% 24
2019
Q1
$95K Buy
+695
New +$93K 1.23% 19

Other funds holding TLH

Belvedere Advisors's TLH Position: Q2 2019 in Review

Belvedere Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 94% in Q2 2019, selling an estimated $90.7K and leaving 39 shares worth $6K. The position accounts for 0.19% of the portfolio, ranked #24.

Belvedere Advisors first reported a position in TLH in Q1 2019 and has held it in 2 quarters since. The position peaked at $95K in Q1 2019. 117 funds tracked by Wall St. Rank hold TLH as of Q2 2019.

  • Belvedere Advisors held 39 shares of iShares 10-20 Year Treasury Bond ETF worth $6K as of Q2 2019.
  • Belvedere Advisors sold 656 iShares 10-20 Year Treasury Bond ETF shares in Q2 2019, an estimated $90.7K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.19% of Belvedere Advisors's portfolio in Q2 2019, its #24 holding.
  • Belvedere Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $95K in Q1 2019.
  • 117 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.