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

Bigelow Investment 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
2018
Q3 		– Sell
-2,124
Closed -$279K – 157
2018
Q2 		$279K Sell
2,124
-295
-12% -$38.4K 0.19% 127
2018
Q1 		$320K Hold
2,419
– – 0.22% 120
2017
Q4 		$329K Buy
+2,419
New +$330K 0.33% 80

Other funds holding TLH

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bigelow Investment Advisors's TLH Position: Q3 2018 in Review

Bigelow Investment Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2018, closing a stake of 2,124 shares — an estimated $279K sold.

Bigelow Investment Advisors first reported a position in TLH in Q4 2017 and held it in 3 quarters. The position peaked at $329K in Q4 2017. 89 funds tracked by Wall St. Rank hold TLH as of Q3 2018.

  • Bigelow Investment Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Bigelow Investment Advisors sold 2,124 iShares 10-20 Year Treasury Bond ETF shares in Q3 2018, an estimated $279K.
  • Bigelow Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2017 and held it in 3 quarters.
  • Bigelow Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $329K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2018.

Based on Bigelow Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.