FineMark National Bank & Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

FineMark National Bank & Trust’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
2020 Q1	–	Sell	-14,300	Closed	-$2.05M	–	379
2019 Q4	$2.05M	Hold	14,300	–	–	0.1%	121
2019 Q3	$2.14M	Hold	14,300	–	–	0.11%	118
2019 Q2	$2.05M	Buy	+14,300	New	+$1.98M	0.11%	119
2015 Q1	–	Sell	-7,075	Closed	-$956K	–	1452
2014 Q4	$956K	Buy	7,075 +4,900	+225%	+$654K	0.14%	147
2014 Q3	$283K	Buy	2,175 +1,822	+516%	+$237K	0.05%	281
2014 Q2	$46K	Buy	353 +53	+18%	+$6.78K	0.01%	654
2014 Q1	$38K	Buy	+300	New	+$37.4K	0.01%	686

Other funds holding TLH

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

FineMark National Bank & Trust's TLH Position: Q1 2020 in Review

FineMark National Bank & Trust sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2020, closing a stake of 14,300 shares — an estimated $2.05M sold.

FineMark National Bank & Trust first reported a position in TLH in Q1 2014 and held it in 7 quarters. The position peaked at $2.14M in Q3 2019. 125 funds tracked by Wall St. Rank hold TLH as of Q1 2020.

FineMark National Bank & Trust reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
FineMark National Bank & Trust sold 14,300 iShares 10-20 Year Treasury Bond ETF shares in Q1 2020, an estimated $2.05M.
FineMark National Bank & Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2014 and held it in 7 quarters.
FineMark National Bank & Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $2.14M in Q3 2019.
125 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2020.

Based on FineMark National Bank & Trust's 13F filing for Q1 2020, filed 6 May 2020.