Carroll Financial Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Carroll Financial 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 Q4	$1K	Buy	7 +3	+75%	+$444	﹤0.01%	1581
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1945
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1853
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1770
2020 Q4	$0	Hold	4	–	–	﹤0.01%	1669
2020 Q3	$0	Hold	4	–	–	﹤0.01%	1673
2020 Q2	$0	Sell	4 -602	-99%	-$101K	﹤0.01%	1687
2020 Q1	$101K	Buy	606 +602	+15,050%	+$93K	0.01%	419
2019 Q4	$0	Hold	4	–	–	﹤0.01%	1690
2019 Q3	$0	Hold	4	–	–	﹤0.01%	1711
2019 Q2	$0	Buy	+4	New	+$553	﹤0.01%	1716

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Carroll Financial Associates's TLH Position: Q4 2021 in Review

Carroll Financial Associates increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 75% in Q4 2021, buying an estimated $444 and bringing the position to 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Carroll Financial Associates first reported a position in TLH in Q2 2019 and has held it in 11 quarters since. The position peaked at $101K in Q1 2020. 242 funds tracked by Wall St. Rank hold TLH as of Q4 2021.

Carroll Financial Associates held 7 shares of iShares 10-20 Year Treasury Bond ETF worth $1K as of Q4 2021.
Carroll Financial Associates bought 3 iShares 10-20 Year Treasury Bond ETF shares in Q4 2021, an estimated $444.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1581 holding.
Carroll Financial Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2019 and has held it in 11 quarters since.
Carroll Financial Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $101K in Q1 2020.
242 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.