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Burleson & Co’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Burleson & Co’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
2022
Q4 		– Sell
-542
Closed -$59K – 456
2022
Q3 		$59K Buy
+542
New +$64.1K 0.01% 179

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Burleson & Co's TLH Position: Q4 2022 in Review

Burleson & Co sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 542 shares — an estimated $59K sold.

Burleson & Co first reported a position in TLH in Q3 2022 and held it in 1 quarter. The position peaked at $59K in Q3 2022. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Burleson & Co reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Burleson & Co sold 542 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $59K.
  • Burleson & Co first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Burleson & Co's iShares 10-20 Year Treasury Bond ETF position peaked at $59K in Q3 2022.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.