Cascadia Advisory Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Cascadia Advisory Services’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 Q3	$221K	Buy	+1,499	New	+$226K	0.04%	237

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Cascadia Advisory Services's TLH Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2021: 1,499 shares worth $221K. The stake represents 0.04% of the portfolio and ranks #237 among its holdings.

203 funds tracked by Wall St. Rank hold TLH as of Q3 2021.

Cascadia Advisory Services held 1,499 shares of iShares 10-20 Year Treasury Bond ETF worth $221K as of Q3 2021.
iShares 10-20 Year Treasury Bond ETF was a new Cascadia Advisory Services position in Q3 2021.
iShares 10-20 Year Treasury Bond ETF made up 0.04% of Cascadia Advisory Services's portfolio in Q3 2021, its #237 holding.
203 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.