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

BMS Financial 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 Q2	$455K	Sell	4,112 -3,874	-49%	-$434K	0.3%	51
2023 Q1	$915K	Buy	7,986 +6,509	+441%	+$732K	0.63%	25
2022 Q4	$219K	Sell	1,477 -6,650	-82%	-$721K	0.15%	91
2022 Q3	$885K	Buy	8,127 +6,622	+440%	+$784K	0.62%	27
2022 Q2	$223K	Sell	1,505 -8,112	-84%	-$995K	0.15%	92
2022 Q1	$1.29M	Buy	9,617 +8,112	+539%	+$1.14M	0.82%	21
2021 Q4	$223K	Buy	+1,505	New	+$223K	0.14%	90

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 $7.79B AUM 20.38% 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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

BMS Financial Advisors's TLH Position: Q2 2023 in Review

BMS Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 49% in Q2 2023, selling an estimated $434K and leaving 4,112 shares worth $455K. The position accounts for 0.3% of the portfolio, ranked #51.

BMS Financial Advisors first reported a position in TLH in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2022. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

BMS Financial Advisors held 4,112 shares of iShares 10-20 Year Treasury Bond ETF worth $455K as of Q2 2023.
BMS Financial Advisors sold 3,874 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $434K.
iShares 10-20 Year Treasury Bond ETF made up 0.3% of BMS Financial Advisors's portfolio in Q2 2023, its #51 holding.
BMS Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.29M in Q1 2022.
395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.