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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-350
Closed -$40.1K 571
2023
Q1
$40.1K Buy
350
+149
+74% +$16.8K 0.02% 310
2022
Q4
$21.7K Buy
+201
New +$21.8K 0.01% 394

Other funds holding TLH

Fortis Capital Advisors's TLH Position: Q2 2023 in Review

Fortis Capital Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 350 shares — an estimated $40.1K sold.

Fortis Capital Advisors first reported a position in TLH in Q4 2022 and held it in 2 quarters. The position peaked at $40.1K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • Fortis Capital Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 350 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $40.1K.
  • Fortis Capital Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $40.1K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.