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Dorsey & Whitney Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Dorsey & Whitney Trust’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
Q2 		– Sell
-1,941
Closed -$222K – 618
2023
Q1 		$222K Buy
+1,941
New +$218K 0.02% 498

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Dorsey & Whitney Trust's TLH Position: Q2 2023 in Review

Dorsey & Whitney Trust sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 1,941 shares — an estimated $222K sold.

Dorsey & Whitney Trust first reported a position in TLH in Q1 2023 and held it in 1 quarter. The position peaked at $222K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • Dorsey & Whitney Trust reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 1,941 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $222K.
  • Dorsey & Whitney Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Dorsey & Whitney Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $222K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2023, filed 10 Aug 2023.