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Crown Wealth Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Crown Wealth Group’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
-7,496
Closed -$1.11M – 122
2021
Q4 		$1.11M Buy
+7,496
New +$1.11M 1.03% 22

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

Crown Wealth Group's TLH Position: Q1 2022 in Review

Crown Wealth Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2022, closing a stake of 7,496 shares — an estimated $1.11M sold.

Crown Wealth Group first reported a position in TLH in Q4 2021 and held it in 1 quarter. The position peaked at $1.11M in Q4 2021. 278 funds tracked by Wall St. Rank hold TLH as of Q1 2022.

  • Crown Wealth Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Crown Wealth Group sold 7,496 iShares 10-20 Year Treasury Bond ETF shares in Q1 2022, an estimated $1.11M.
  • Crown Wealth Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 1 quarter.
  • Crown Wealth Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q4 2021.
  • 278 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2022.

Based on Crown Wealth Group's 13F filing for Q1 2022, filed 13 Jul 2022.