Buttonwood Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Buttonwood Financial Group’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	–	Sell	-34,598	Closed	-$3.96M	–	30
2023 Q1	$3.96M	Buy	34,598 +439	+1%	+$49.4K	3.95%	7
2022 Q4	$3.7M	Buy	34,159 +7,013	+26%	+$760K	3.36%	7
2022 Q3	$2.95M	Buy	27,146 +612	+2%	+$72.4K	3.07%	7
2022 Q2	$3.17M	Buy	26,534 +16,043	+153%	+$1.97M	3.1%	7
2022 Q1	$1.39M	Buy	+10,491	New	+$1.47M	1.03%	12

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 $7.07B AUM 18.05% 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

Buttonwood Financial Group's TLH Position: Q2 2023 in Review

Buttonwood Financial Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 34,598 shares — an estimated $3.96M sold.

Buttonwood Financial Group first reported a position in TLH in Q1 2022 and held it in 5 quarters. The position peaked at $3.96M in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

Buttonwood Financial Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Buttonwood Financial Group sold 34,598 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $3.96M.
Buttonwood Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
Buttonwood Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.96M in Q1 2023.
395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Buttonwood Financial Group's 13F filing for Q2 2023, filed 26 Jul 2023.