Financial Architects (New Jersey)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-56
Closed -$8K 1500
2016
Q3
$8K Sell
56
-213
-79% -$31K ﹤0.01% 1055
2016
Q2
$39K Sell
269
-5
-2% -$711 0.01% 608
2016
Q1
$39K Buy
+274
New +$38.2K 0.01% 440

Other funds holding TLH

Financial Architects (New Jersey)'s TLH Position: Q4 2016 in Review

Financial Architects (New Jersey) sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2016, closing a stake of 56 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in TLH in Q1 2016 and held it in 3 quarters. The position peaked at $39K in Q2 2016. 78 funds tracked by Wall St. Rank hold TLH as of Q4 2016.

  • Financial Architects (New Jersey) reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 56 iShares 10-20 Year Treasury Bond ETF shares in Q4 2016, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s iShares 10-20 Year Treasury Bond ETF position peaked at $39K in Q2 2016.
  • 78 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2016, filed 6 Feb 2017.