EF
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Empowered Funds’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Empowered Funds’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
2022
Q4 		– Sell
-86,031
Closed -$9.35M – 577
2022
Q3 		$9.35M Buy
+86,031
New +$10.2M 0.91% 19

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Empowered Funds's TLH Position: Q4 2022 in Review

Empowered Funds sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 86,031 shares — an estimated $9.35M sold.

Empowered Funds first reported a position in TLH in Q3 2022 and held it in 1 quarter. The position peaked at $9.35M in Q3 2022. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Empowered Funds reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Empowered Funds sold 86,031 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $9.35M.
  • Empowered Funds first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Empowered Funds's iShares 10-20 Year Treasury Bond ETF position peaked at $9.35M in Q3 2022.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Empowered Funds's 13F filing for Q4 2022, filed 26 Jan 2023.