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Dynamic Advisor Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Dynamic Advisor Solutions’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
2021
Q4 		– Sell
-1,518
Closed -$223K – 805
2021
Q3 		$223K Buy
+1,518
New +$229K 0.02% 665

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RBA
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Dynamic Advisor Solutions's TLH Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2021, closing a stake of 1,518 shares — an estimated $223K sold.

Dynamic Advisor Solutions first reported a position in TLH in Q3 2021 and held it in 1 quarter. The position peaked at $223K in Q3 2021. 242 funds tracked by Wall St. Rank hold TLH as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 1,518 iShares 10-20 Year Treasury Bond ETF shares in Q4 2021, an estimated $223K.
  • Dynamic Advisor Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Dynamic Advisor Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $223K in Q3 2021.
  • 242 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.