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

Capstone 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
2015
Q1 		– Sell
-1,999
Closed -$270K – 103
2014
Q4 		$270K Buy
+1,999
New +$267K 0.08% 62

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $409M AUM 28.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Capstone Financial Advisors's TLH Position: Q1 2015 in Review

Capstone Financial Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2015, closing a stake of 1,999 shares — an estimated $270K sold.

Capstone Financial Advisors first reported a position in TLH in Q4 2014 and held it in 1 quarter. The position peaked at $270K in Q4 2014. 57 funds tracked by Wall St. Rank hold TLH as of Q1 2015.

  • Capstone Financial Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 1,999 iShares 10-20 Year Treasury Bond ETF shares in Q1 2015, an estimated $270K.
  • Capstone Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2014 and held it in 1 quarter.
  • Capstone Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $270K in Q4 2014.
  • 57 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2015.

Based on Capstone Financial Advisors's 13F filing for Q1 2015, filed 13 May 2015.