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

Laurel Wealth Advisors (North Carolina)’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
2021 Q3	–	Sell	-114	Closed	-$17K	–	741
2021 Q2	$17K	Hold	114	–	–	﹤0.01%	402
2021 Q1	$16K	Hold	114	–	–	﹤0.01%	377
2020 Q4	$18K	Hold	114	–	–	﹤0.01%	359
2020 Q3	$19K	Hold	114	–	–	0.01%	323
2020 Q2	$19K	Hold	114	–	–	0.01%	317
2020 Q1	$19K	Sell	114 -105	-48%	-$16.2K	0.01%	297
2019 Q4	$31K	Hold	219	–	–	0.01%	288
2019 Q3	$33K	Buy	219 +105	+92%	+$15.4K	0.01%	273
2019 Q2	$16K	Hold	114	–	–	0.01%	336
2019 Q1	$16K	Hold	114	–	–	0.01%	327
2018 Q4	$15K	Buy	+114	New	+$14.6K	0.01%	319

Other funds holding TLH

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Laurel Wealth Advisors (North Carolina)'s TLH Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2021, closing a stake of 114 shares — an estimated $17K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TLH in Q4 2018 and held it in 11 quarters. The position peaked at $33K in Q3 2019. 203 funds tracked by Wall St. Rank hold TLH as of Q3 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 114 iShares 10-20 Year Treasury Bond ETF shares in Q3 2021, an estimated $17K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2018 and held it in 11 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares 10-20 Year Treasury Bond ETF position peaked at $33K in Q3 2019.
203 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.