Cetera Advisor Networks’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$24.7M	Buy	235,499 +132,627	+129%	+$13.9M	0.12%	171
2023 Q4	$11.1M	Buy	102,872 +44,072	+75%	+$4.41M	0.06%	319
2023 Q3	$5.79M	Sell	58,800 -75,505	-56%	-$7.93M	0.04%	461
2023 Q2	$14.9M	Buy	134,305 +10,705	+9%	+$1.2M	0.1%	204
2023 Q1	$14.2M	Buy	123,600 +2,946	+2%	+$331K	0.1%	212
2022 Q4	$13.1M	Buy	120,654 +100,727	+505%	+$10.9M	0.11%	218
2022 Q3	$2.17M	Buy	19,927 +3,144	+19%	+$372K	0.03%	555
2022 Q2	$2.02M	Sell	16,783 -466	-3%	-$57.2K	0.03%	587
2022 Q1	$2.32M	Buy	17,249 +14,052	+440%	+$1.97M	0.03%	562
2021 Q4	$474K	Sell	3,197 -14,615	-82%	-$2.16M	0.01%	1313
2021 Q3	$2.62M	Buy	+17,812	New	+$2.68M	0.04%	469
2021 Q1	–	Sell	-2,622	Closed	-$417K	–	1554
2020 Q4	$417K	Sell	2,622 -5,626	-68%	-$910K	0.01%	878
2020 Q3	$1.37M	Buy	8,248 +8,110	+5,877%	+$1.36M	0.04%	386
2020 Q2	$23K	Buy	+138	New	+$23.1K	﹤0.01%	2328
2016 Q4	–	Sell	-1,455	Closed	-$211K	–	1004
2016 Q3	$211K	Buy	+1,455	New	+$212K	0.01%	926

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

RBA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Cetera Advisor Networks's TLH Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 129% in Q1 2024, buying an estimated $13.9M and bringing the position to 235,499 shares worth $24.7M. The position accounts for 0.12% of the portfolio, ranked #171.

Cetera Advisor Networks first reported a position in TLH in Q3 2016 and has held it in 15 quarters since. 409 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

Cetera Advisor Networks held 235,499 shares of iShares 10-20 Year Treasury Bond ETF worth $24.7M as of Q1 2024.
Cetera Advisor Networks bought 132,627 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $13.9M.
iShares 10-20 Year Treasury Bond ETF made up 0.12% of Cetera Advisor Networks's portfolio in Q1 2024, its #171 holding.
Cetera Advisor Networks first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2016 and has held it in 15 quarters since.
409 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.