Benedetti & Gucer’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Benedetti & Gucer’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
2024 Q1	$8.07M	Buy	76,835 +6,706	+10%	+$702K	4.01%	5
2023 Q4	$7.59M	Buy	70,129 +10,320	+17%	+$1.03M	3.98%	4
2023 Q3	$5.89M	Buy	59,809 +1,267	+2%	+$133K	3.22%	5
2023 Q2	$6.49M	Buy	58,542 +17,361	+42%	+$1.95M	3.34%	5
2023 Q1	$4.72M	Buy	41,181 +26,533	+181%	+$2.98M	2.71%	6
2022 Q4	$1.58M	Buy	+14,648	New	+$1.59M	1.16%	19

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Benedetti & Gucer's TLH Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.6% in Q1 2024, buying an estimated $702K and bringing the position to 76,835 shares worth $8.07M. The position accounts for 4.01% of the portfolio, ranked #5.

Benedetti & Gucer first reported a position in TLH in Q4 2022 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

Benedetti & Gucer held 76,835 shares of iShares 10-20 Year Treasury Bond ETF worth $8.07M as of Q1 2024.
Benedetti & Gucer bought 6,706 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $702K.
iShares 10-20 Year Treasury Bond ETF made up 4.01% of Benedetti & Gucer's portfolio in Q1 2024, its #5 holding.
Benedetti & Gucer first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.