CHA
TLH icon

Carmichael Hill & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Carmichael Hill & Associates’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
2021
Q1 		– Sell
-88
Closed -$14K – 784
2020
Q4 		$14K Hold
88
– – 0.01% 527
2020
Q3 		$15K Hold
88
– – 0.01% 469
2020
Q2 		$15K Buy
88
+25
+40% +$4.18K 0.01% 451
2020
Q1 		$11K Sell
63
-23
-27% -$3.55K 0.01% 451
2019
Q4 		$12K Buy
+86
New +$12.6K 0.01% 466

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Carmichael Hill & Associates's TLH Position: Q1 2021 in Review

Carmichael Hill & Associates sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2021, closing a stake of 88 shares — an estimated $14K sold.

Carmichael Hill & Associates first reported a position in TLH in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q3 2020. 133 funds tracked by Wall St. Rank hold TLH as of Q1 2021.

  • Carmichael Hill & Associates reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Carmichael Hill & Associates sold 88 iShares 10-20 Year Treasury Bond ETF shares in Q1 2021, an estimated $14K.
  • Carmichael Hill & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
  • Carmichael Hill & Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $15K in Q3 2020.
  • 133 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2021.

Based on Carmichael Hill & Associates's 13F filing for Q1 2021, filed 28 Apr 2021.