Gallagher Benefit Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Gallagher Benefit Services’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	$244K	Buy	+2,250	New	+$244K	0.05%	158

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Gallagher Benefit Services's TLH Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022: 2,250 shares worth $244K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings.

353 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

Gallagher Benefit Services held 2,250 shares of iShares 10-20 Year Treasury Bond ETF worth $244K as of Q4 2022.
iShares 10-20 Year Treasury Bond ETF was a new Gallagher Benefit Services position in Q4 2022.
iShares 10-20 Year Treasury Bond ETF made up 0.05% of Gallagher Benefit Services's portfolio in Q4 2022, its #158 holding.
353 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.