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

Fortis 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
2023 Q2	–	Sell	-227	Closed	-$26K	–	234
2023 Q1	$26K	Buy	227 +36	+19%	+$4.05K	0.02%	174
2022 Q4	$20.7K	Buy	191 +10	+6%	+$1.08K	0.02%	179
2022 Q3	$20K	Buy	181 +1	+0.6%	+$118	0.01%	180
2022 Q2	$22K	Buy	180 +10	+6%	+$1.23K	0.01%	193
2022 Q1	$23K	Sell	170 -55	-24%	-$7.71K	0.01%	216
2021 Q4	$33K	Buy	225 +127	+130%	+$18.8K	0.02%	176
2021 Q3	$14K	Buy	+98	New	+$14.8K	0.01%	214

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Fortis Advisors's TLH Position: Q2 2023 in Review

Fortis Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 227 shares — an estimated $26K sold.

Fortis Advisors first reported a position in TLH in Q3 2021 and held it in 7 quarters. The position peaked at $33K in Q4 2021. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

Fortis Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 227 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $26K.
Fortis Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 7 quarters.
Fortis Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $33K in Q4 2021.
395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.