FMP
TLH icon

Financial Management Professionals’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Financial Management Professionals’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
-177
Closed -$20K – 1051
2023
Q2 		$20K Buy
+177
New +$19.8K ﹤0.01% 415
2016
Q2 		– Sell
-13,435
Closed -$1.9M – 450
2016
Q1 		$1.9M Buy
+13,435
New +$1.87M 0.98% 21

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

Financial Management Professionals's TLH Position: Q3 2023 in Review

Financial Management Professionals sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 177 shares — an estimated $20K sold.

Financial Management Professionals first reported a position in TLH in Q1 2016 and held it in 2 quarters. The position peaked at $1.9M in Q1 2016. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • Financial Management Professionals reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 177 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $20K.
  • Financial Management Professionals first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and held it in 2 quarters.
  • Financial Management Professionals's iShares 10-20 Year Treasury Bond ETF position peaked at $1.9M in Q1 2016.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.