Laffer Tengler Investments’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Laffer Tengler Investments’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
2020 Q4	–	Sell	-36	Closed	-$5.99K	–	305
2020 Q3	$5.99K	Hold	36	–	–	﹤0.01%	257
2020 Q2	$6.02K	Buy	+36	New	+$6.01K	﹤0.01%	247

Other funds holding TLH

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Laffer Tengler Investments's TLH Position: Q4 2020 in Review

Laffer Tengler Investments sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2020, closing a stake of 36 shares — an estimated $5.99K sold.

Laffer Tengler Investments first reported a position in TLH in Q2 2020 and held it in 2 quarters. The position peaked at $6.02K in Q2 2020. 154 funds tracked by Wall St. Rank hold TLH as of Q4 2020.

Laffer Tengler Investments reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
Laffer Tengler Investments sold 36 iShares 10-20 Year Treasury Bond ETF shares in Q4 2020, an estimated $5.99K.
Laffer Tengler Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
Laffer Tengler Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $6.02K in Q2 2020.
154 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2020.

Based on Laffer Tengler Investments's 13F filing for Q4 2020, filed 19 Feb 2021.