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

Horan 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
2022
Q4 		– Sell
-30
Closed -$3K – 798
2022
Q3 		$3K Hold
30
– – ﹤0.01% 457
2022
Q2 		$4K Hold
30
– – ﹤0.01% 458
2022
Q1 		$4K Hold
30
– – ﹤0.01% 406
2021
Q4 		$4K Buy
+30
New +$4.44K ﹤0.01% 412
2021
Q2 		$8K Hold
54
– – 0.01% 330
2021
Q1 		$8K Sell
54
-49
-48% -$7.27K 0.01% 297
2020
Q4 		$16K Sell
103
-24
-19% -$3.88K 0.01% 214
2020
Q3 		$21K Buy
127
+49
+63% +$8.24K 0.02% 164
2020
Q2 		$13K Buy
+78
New +$13K 0.01% 156

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

Horan Securities's TLH Position: Q4 2022 in Review

Horan Securities sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

Horan Securities first reported a position in TLH in Q2 2020 and held it in 9 quarters. The position peaked at $21K in Q3 2020. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Horan Securities reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Horan Securities sold 30 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $3K.
  • Horan Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 9 quarters.
  • Horan Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $21K in Q3 2020.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Horan Securities's 13F filing for Q4 2022, filed 17 Jan 2023.