FSA
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Financial Services Advisory’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Financial Services Advisory’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
2024
Q1 		– Sell
-14,043
Closed -$1.52M – 61
2023
Q4 		$1.52M Buy
+14,043
New +$1.41M 0.43% 35
2023
Q1 		– Sell
-18,422
Closed -$1.99M – 44
2022
Q4 		$1.99M Buy
+18,422
New +$2M 1.29% 18

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Services Advisory's TLH Position: Q1 2024 in Review

Financial Services Advisory sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 14,043 shares — an estimated $1.52M sold.

Financial Services Advisory first reported a position in TLH in Q4 2022 and held it in 2 quarters. The position peaked at $1.99M in Q4 2022. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

  • Financial Services Advisory reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Services Advisory sold 14,043 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.52M.
  • Financial Services Advisory first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Financial Services Advisory's iShares 10-20 Year Treasury Bond ETF position peaked at $1.99M in Q4 2022.
  • 408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Financial Services Advisory's 13F filing for Q1 2024, filed 6 May 2024.