Laurel Wealth Advisors (California)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$437K Buy
4,036
+1,614
+67% +$175K 0.04% 391
2022
Q3
$264K Buy
+2,422
New +$287K 0.03% 525
2022
Q2
Sell
-1,510
Closed -$203K 750
2022
Q1
$203K Buy
+1,510
New +$212K 0.02% 723

Other funds holding TLH

Laurel Wealth Advisors (California)'s TLH Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 67% in Q4 2022, buying an estimated $175K and bringing the position to 4,036 shares worth $437K. The position accounts for 0.04% of the portfolio, ranked #391.

Laurel Wealth Advisors (California) first reported a position in TLH in Q1 2022 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,036 shares of iShares 10-20 Year Treasury Bond ETF worth $437K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,614 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $175K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #391 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.