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

HHM Wealth 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
Q4 		– Sell
-431
Closed -$42.4K – 815
2023
Q3 		$42.4K Hold
431
– – 0.01% 295
2023
Q2 		$47.7K Sell
431
-290
-40% -$32.5K 0.01% 291
2023
Q1 		$82.6K Buy
+721
New +$81.1K 0.02% 218

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

HHM Wealth Advisors's TLH Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 431 shares — an estimated $42.4K sold.

HHM Wealth Advisors first reported a position in TLH in Q1 2023 and held it in 3 quarters. The position peaked at $82.6K in Q1 2023. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

  • HHM Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 431 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $42.4K.
  • HHM Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • HHM Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $82.6K in Q1 2023.
  • 420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.