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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2015
Q4 		– Sell
-12,450
Closed -$1.71M – 121
2015
Q3 		$1.71M Hold
12,450
– – 0.32% 55
2015
Q2 		$1.66M Buy
+12,450
New +$1.68M 0.33% 43

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TLH Position: Q4 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2015, closing a stake of 12,450 shares — an estimated $1.71M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TLH in Q2 2015 and held it in 2 quarters. The position peaked at $1.71M in Q3 2015. 75 funds tracked by Wall St. Rank hold TLH as of Q4 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 12,450 iShares 10-20 Year Treasury Bond ETF shares in Q4 2015, an estimated $1.71M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2015 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.71M in Q3 2015.
  • 75 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.