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

DB Wealth Management 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
2023 Q4	$54.5K	Buy	+503	New	+$50.3K	0.03%	163

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 $7.79B AUM 20.38% 1-Year Est. Return

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

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

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

RBA

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IUHSA

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

DB Wealth Management Group's TLH Position: Q4 2023 in Review

DB Wealth Management Group opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023: 503 shares worth $54.5K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings.

420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

DB Wealth Management Group held 503 shares of iShares 10-20 Year Treasury Bond ETF worth $54.5K as of Q4 2023.
iShares 10-20 Year Treasury Bond ETF was a new DB Wealth Management Group position in Q4 2023.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of DB Wealth Management Group's portfolio in Q4 2023, its #163 holding.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.