Knowledge Leaders Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Knowledge Leaders Capital’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
2017 Q4	–	Sell	-1,654	Closed	-$226K	–	59
2017 Q3	$226K	Buy	+1,654	New	+$227K	0.11%	25
2017 Q1	–	Sell	-20,031	Closed	-$2.66M	–	58
2016 Q4	$2.66M	Hold	20,031	–	–	0.83%	35
2016 Q3	$2.9M	Buy	+20,031	New	+$2.92M	0.97%	36
2016 Q2	–	Sell	-90,004	Closed	-$12.7M	–	39
2016 Q1	$12.7M	Buy	+90,004	New	+$12.5M	3.48%	14

Other funds holding TLH

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Knowledge Leaders Capital's TLH Position: Q4 2017 in Review

Knowledge Leaders Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2017, closing a stake of 1,654 shares — an estimated $226K sold.

Knowledge Leaders Capital first reported a position in TLH in Q1 2016 and held it in 4 quarters. The position peaked at $12.7M in Q1 2016. 81 funds tracked by Wall St. Rank hold TLH as of Q4 2017.

Knowledge Leaders Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2017 after selling out during the quarter.
Knowledge Leaders Capital sold 1,654 iShares 10-20 Year Treasury Bond ETF shares in Q4 2017, an estimated $226K.
Knowledge Leaders Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
Knowledge Leaders Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $12.7M in Q1 2016.
81 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2017.

Based on Knowledge Leaders Capital's 13F filing for Q4 2017, filed 16 Jan 2018.