FCA
TLH icon

FLC Capital Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

FLC Capital Advisors’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
-14,840
Closed -$1.62M – 172
2022
Q3 		$1.62M Sell
14,840
-8,086
-35% -$957K 0.56% 46
2022
Q2 		$2.75M Buy
22,926
+1,012
+5% +$124K 0.92% 32
2022
Q1 		$2.95M Buy
21,914
+9,015
+70% +$1.26M 0.83% 35
2021
Q4 		$1.91M Buy
12,899
+11,339
+727% +$1.68M 0.53% 50
2021
Q3 		$229K Buy
+1,560
New +$235K 0.07% 157

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return