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Kerntke Otto McGlone Wealth Management Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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
Q1 		– Sell
-2
Closed – – 119
2022
Q4 		$0 Buy
+2
New +$217 ﹤0.01% 129

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's TLH Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 2 shares.

Kerntke Otto McGlone Wealth Management Group first reported a position in TLH in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 2 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares 10-20 Year Treasury Bond ETF position peaked at $0 in Q4 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.