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FFG Retirement Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

FFG Retirement 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
Q3 		– Sell
-10,157
Closed -$1.13M – 40
2023
Q2 		$1.13M Buy
10,157
+363
+4% +$40.7K 0.9% 27
2023
Q1 		$1.12M Sell
9,794
-519
-5% -$58.4K 0.96% 27
2022
Q4 		$1.12M Buy
+10,313
New +$1.12M 1.02% 28

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

FFG Retirement Advisors's TLH Position: Q3 2023 in Review

FFG Retirement Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 10,157 shares — an estimated $1.13M sold.

FFG Retirement Advisors first reported a position in TLH in Q4 2022 and held it in 3 quarters. The position peaked at $1.13M in Q2 2023. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • FFG Retirement Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • FFG Retirement Advisors sold 10,157 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.13M.
  • FFG Retirement Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 3 quarters.
  • FFG Retirement Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.13M in Q2 2023.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on FFG Retirement Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.