CWM
TLH icon

CarsonAllaria Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

CarsonAllaria Wealth Management’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
Q1 		– Sell
-6
Closed -$1K – 361
2021
Q4 		$1K Buy
+6
New +$888 ﹤0.01% 354

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CarsonAllaria Wealth Management's TLH Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in TLH in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 278 funds tracked by Wall St. Rank hold TLH as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 6 iShares 10-20 Year Treasury Bond ETF shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.