Clearview Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Clearview 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
2023 Q3	–	Sell	-208	Closed	-$23K	–	582
2023 Q2	$23K	Sell	208 -6	-3%	-$673	0.02%	265
2023 Q1	$24.6K	Sell	214 -574	-73%	-$64.5K	0.02%	250
2022 Q4	$85.3K	Sell	788 -297	-27%	-$32.2K	0.07%	130
2022 Q3	$118K	Sell	1,085 -35	-3%	-$4.14K	0.09%	101
2022 Q2	$135K	Sell	1,120 -9,084	-89%	-$1.11M	0.1%	99
2022 Q1	$1.37M	Buy	10,204 +1,902	+23%	+$266K	0.9%	23
2021 Q4	$1.23M	Buy	8,302 +739	+10%	+$109K	0.75%	31
2021 Q3	$1.11M	Buy	+7,563	New	+$1.14M	0.7%	34

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Clearview Wealth Advisors's TLH Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 208 shares — an estimated $23K sold.

Clearview Wealth Advisors first reported a position in TLH in Q3 2021 and held it in 8 quarters. The position peaked at $1.37M in Q1 2022. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 208 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $23K.
Clearview Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 8 quarters.
Clearview Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.37M in Q1 2022.
346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.