First Command Bank’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

First Command Bank’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
2022 Q4	–	Sell	-579	Closed	-$63K	–	418
2022 Q3	$63K	Hold	579	–	–	0.01%	208
2022 Q2	$70K	Sell	579 -994	-63%	-$122K	0.01%	204
2022 Q1	$212K	Hold	1,573	–	–	0.03%	140
2021 Q4	$231K	Hold	1,573	–	–	0.04%	135
2021 Q3	$231K	Sell	1,573 -400	-20%	-$60.3K	0.04%	135
2021 Q2	$290K	Hold	1,973	–	–	0.03%	114
2021 Q1	$277K	Hold	1,973	–	–	0.06%	105
2020 Q4	$314K	Hold	1,973	–	–	0.08%	96
2020 Q3	$328K	Sell	1,973 -365	-16%	-$61.4K	0.09%	88
2020 Q2	$391K	Sell	2,338 -701	-23%	-$117K	0.13%	74
2020 Q1	$509K	Sell	3,039 -228	-7%	-$35.2K	0.28%	55
2019 Q4	$469K	Sell	3,267 -55	-2%	-$8.06K	0.22%	72
2019 Q3	$497K	Buy	3,322 +420	+14%	+$61.8K	0.25%	63
2019 Q2	$415K	Buy	2,902 +63	+2%	+$8.71K	0.21%	75
2019 Q1	$391K	Buy	2,839 +160	+6%	+$21.4K	0.19%	75
2018 Q4	$358K	Sell	2,679 -2,835	-51%	-$364K	0.18%	67
2018 Q3	$708K	Sell	5,514 -516	-9%	-$67.2K	0.2%	55
2018 Q2	$792K	Buy	6,030 +2,958	+96%	+$385K	0.23%	50
2018 Q1	$406K	Buy	3,072 +26	+0.9%	+$3.42K	0.22%	65
2017 Q4	$414K	Sell	3,046 -552	-15%	-$75.2K	0.23%	63
2017 Q3	$491K	Sell	3,598 -1,868	-34%	-$256K	0.31%	52
2017 Q2	$746K	Buy	5,466 +24	+0.4%	+$3.27K	0.49%	35
2017 Q1	$731K	Buy	5,442 +310	+6%	+$41.4K	0.51%	35
2016 Q4	$682K	Buy	+5,132	New	+$704K	0.55%	33

Other funds holding TLH

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

First Command Bank's TLH Position: Q4 2022 in Review

First Command Bank sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 579 shares — an estimated $63K sold.

First Command Bank first reported a position in TLH in Q4 2016 and held it in 24 quarters. The position peaked at $792K in Q2 2018. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

First Command Bank reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
First Command Bank sold 579 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $63K.
First Command Bank first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2016 and held it in 24 quarters.
First Command Bank's iShares 10-20 Year Treasury Bond ETF position peaked at $792K in Q2 2018.
352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on First Command Bank's 13F filing for Q4 2022, filed 23 Jan 2023.