Founders Financial Securities’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Founders Financial Securities’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
2016 Q3	–	Sell	-4,534	Closed	-$665K	–	95
2016 Q2	$665K	Buy	4,534 +220	+5%	+$31.3K	0.3%	51
2016 Q1	$611K	Buy	4,314 +1,411	+49%	+$197K	0.29%	45
2015 Q4	$390K	Buy	2,903 +275	+10%	+$37.3K	0.18%	50
2015 Q3	$361K	Buy	+2,628	New	+$355K	0.18%	47

Other funds holding TLH

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

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Founders Financial Securities's TLH Position: Q3 2016 in Review

Founders Financial Securities sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2016, closing a stake of 4,534 shares — an estimated $665K sold.

Founders Financial Securities first reported a position in TLH in Q3 2015 and held it in 4 quarters. The position peaked at $665K in Q2 2016. 87 funds tracked by Wall St. Rank hold TLH as of Q3 2016.

Founders Financial Securities reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2016 after selling out during the quarter.
Founders Financial Securities sold 4,534 iShares 10-20 Year Treasury Bond ETF shares in Q3 2016, an estimated $665K.
Founders Financial Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2015 and held it in 4 quarters.
Founders Financial Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $665K in Q2 2016.
87 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2016.

Based on Founders Financial Securities's 13F filing for Q3 2016, filed 7 Oct 2016.