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Heritage Wealth Management (Arizona)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Heritage Wealth Management (Arizona)’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 		$136K Buy
1,260
+663
+111% +$71.9K 0.02% 375
2022
Q3 		$65K Buy
597
+81
+16% +$9.59K 0.02% 371
2022
Q2 		$62K Buy
516
+12
+2% +$1.47K 0.02% 382
2022
Q1 		$68K Buy
+504
New +$70.6K 0.02% 425
2021
Q3 		$73K Buy
495
+217
+78% +$32.7K 0.03% 399
2021
Q2 		$41K Buy
+278
New +$39.9K 0.02% 484

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 $432B 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 $5.72T 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 $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TLH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 111% in Q4 2022, buying an estimated $71.9K and bringing the position to 1,260 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #375.

Heritage Wealth Management (Arizona) first reported a position in TLH in Q2 2021 and has held it in 6 quarters since. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 1,260 shares of iShares 10-20 Year Treasury Bond ETF worth $136K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 663 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $71.9K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #375 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2021 and has held it in 6 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.