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Eagle Ridge Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Eagle Ridge Investment Management’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
2018
Q2 		– Sell
-3,867
Closed -$512K – 182
2018
Q1 		$512K Buy
3,867
+749
+24% +$98.6K 0.08% 110
2017
Q4 		$424K Buy
3,118
+535
+21% +$72.9K 0.07% 119
2017
Q3 		$352K Buy
2,583
+176
+7% +$24.1K 0.06% 128
2017
Q2 		$328K Buy
2,407
+39
+2% +$5.32K 0.06% 100
2017
Q1 		$318K Buy
2,368
+657
+38% +$87.8K 0.06% 107
2016
Q4 		$227K Buy
+1,711
New +$235K 0.05% 131

Other funds holding TLH

CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Eagle Ridge Investment Management's TLH Position: Q2 2018 in Review

Eagle Ridge Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2018, closing a stake of 3,867 shares — an estimated $512K sold.

Eagle Ridge Investment Management first reported a position in TLH in Q4 2016 and held it in 6 quarters. The position peaked at $512K in Q1 2018. 78 funds tracked by Wall St. Rank hold TLH as of Q2 2018.

  • Eagle Ridge Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 3,867 iShares 10-20 Year Treasury Bond ETF shares in Q2 2018, an estimated $512K.
  • Eagle Ridge Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2016 and held it in 6 quarters.
  • Eagle Ridge Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $512K in Q1 2018.
  • 78 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2018, filed 26 Jul 2018.