BerganKDV Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
RBA
FFM
CWM
BerganKDV Wealth Management's TLH Position: Q2 2023 in Review
BerganKDV Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.8% in Q2 2023, buying an estimated $4.71K and bringing the position to 1,554 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #239.
BerganKDV Wealth Management first reported a position in TLH in Q3 2022 and has held it in 4 quarters since. The position peaked at $173K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.
- BerganKDV Wealth Management held 1,554 shares of iShares 10-20 Year Treasury Bond ETF worth $172K as of Q2 2023.
- BerganKDV Wealth Management bought 42 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $4.71K.
- iShares 10-20 Year Treasury Bond ETF made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #239 holding.
- BerganKDV Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 4 quarters since.
- BerganKDV Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $173K in Q1 2023.
- 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.
Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.