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Edmonds Duncan Registered Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
Q1 		– Sell
-77,282
Closed -$8.36M – 147
2022
Q4 		$8.36M Buy
+77,282
New +$8.38M 2.73% 10

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 $374B AUM 17.66% 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 $7.07B AUM 18.05% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Edmonds Duncan Registered Investment Advisors's TLH Position: Q1 2023 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 77,282 shares — an estimated $8.36M sold.

Edmonds Duncan Registered Investment Advisors first reported a position in TLH in Q4 2022 and held it in 1 quarter. The position peaked at $8.36M in Q4 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Edmonds Duncan Registered Investment Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 77,282 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $8.36M.
  • Edmonds Duncan Registered Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Edmonds Duncan Registered Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $8.36M in Q4 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.