Institutional & Family Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Institutional & Family Asset Management’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	-519	Closed	-$57K	–	777
2022 Q3	$57K	Buy	519 +444	+592%	+$52.5K	0.01%	212
2022 Q2	$9K	Sell	75 -61	-45%	-$7.49K	﹤0.01%	406
2022 Q1	$18K	Buy	136 +43	+46%	+$6.02K	﹤0.01%	371
2021 Q4	$14K	Hold	93	–	–	﹤0.01%	409
2021 Q3	$14K	Buy	93 +18	+24%	+$2.71K	﹤0.01%	508
2021 Q2	$11K	Sell	75 -41	-35%	-$5.88K	﹤0.01%	582
2021 Q1	$16K	Hold	116	–	–	﹤0.01%	508
2020 Q4	$18K	Sell	116 -372	-76%	-$60.2K	﹤0.01%	457
2020 Q3	$81K	Buy	488 +423	+651%	+$71.1K	0.02%	246
2020 Q2	$11K	Buy	+65	New	+$10.9K	﹤0.01%	475
2020 Q1	–	Sell	-1,155	Closed	-$166K	–	904
2019 Q4	$166K	Buy	+1,155	New	+$169K	0.04%	185

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $432B AUM 30.22% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Institutional & Family Asset Management's TLH Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 519 shares — an estimated $57K sold.

Institutional & Family Asset Management first reported a position in TLH in Q4 2019 and held it in 11 quarters. The position peaked at $166K in Q4 2019. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

Institutional & Family Asset Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 519 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $57K.
Institutional & Family Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and held it in 11 quarters.
Institutional & Family Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $166K in Q4 2019.
352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.