Lincoln Capital Corp’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Lincoln Capital Corp’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 Q4	–	Sell	-33,653	Closed	-$3.31M	–	81
2023 Q3	$3.31M	Buy	33,653 +1,575	+5%	+$165K	1.78%	20
2023 Q2	$3.55M	Buy	+32,078	New	+$3.6M	1.82%	20
2020 Q4	–	Sell	-13,247	Closed	-$2.21M	–	59
2020 Q3	$2.21M	Buy	+13,247	New	+$2.23M	1.61%	22

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Lincoln Capital Corp's TLH Position: Q4 2023 in Review

Lincoln Capital Corp sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 33,653 shares — an estimated $3.31M sold.

Lincoln Capital Corp first reported a position in TLH in Q3 2020 and held it in 3 quarters. The position peaked at $3.55M in Q2 2023. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

Lincoln Capital Corp reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Lincoln Capital Corp sold 33,653 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $3.31M.
Lincoln Capital Corp first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and held it in 3 quarters.
Lincoln Capital Corp's iShares 10-20 Year Treasury Bond ETF position peaked at $3.55M in Q2 2023.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Lincoln Capital Corp's 13F filing for Q4 2023, filed 18 Jan 2024.