Hobart Private Capital’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
Q1
Sell
-12,261
Closed -$1.33M 54
2022
Q4
$1.33M Buy
12,261
+138
+1% +$15K 0.9% 17
2022
Q3
$1.32M Sell
12,123
-4,378
-27% -$518K 0.95% 18
2022
Q2
$1.98M Buy
16,501
+356
+2% +$43.7K 0.93% 20
2022
Q1
$2.17M Buy
16,145
+12,021
+291% +$1.68M 0.84% 24
2021
Q4
$612K Buy
4,124
+445
+12% +$65.9K 0.23% 26
2021
Q3
$541K Buy
+3,679
New +$554K 0.21% 68

Other funds holding TLH

Hobart Private Capital's TLH Position: Q1 2023 in Review

Hobart Private Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 12,261 shares — an estimated $1.33M sold.

Hobart Private Capital first reported a position in TLH in Q3 2021 and held it in 6 quarters. The position peaked at $2.17M in Q1 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Hobart Private Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Hobart Private Capital sold 12,261 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $1.33M.
  • Hobart Private Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 6 quarters.
  • Hobart Private Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $2.17M in Q1 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Hobart Private Capital's 13F filing for Q1 2023, filed 27 Apr 2023.