LWA
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Lineweaver Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Lineweaver Wealth Advisors’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
Q4 		– Sell
-26,091
Closed -$3.84M – 144
2021
Q3 		$3.84M Buy
+26,091
New +$3.93M 1.17% 19

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Lineweaver Wealth Advisors's TLH Position: Q4 2021 in Review

Lineweaver Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2021, closing a stake of 26,091 shares — an estimated $3.84M sold.

Lineweaver Wealth Advisors first reported a position in TLH in Q3 2021 and held it in 1 quarter. The position peaked at $3.84M in Q3 2021. 242 funds tracked by Wall St. Rank hold TLH as of Q4 2021.

  • Lineweaver Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 26,091 iShares 10-20 Year Treasury Bond ETF shares in Q4 2021, an estimated $3.84M.
  • Lineweaver Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 1 quarter.
  • Lineweaver Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.84M in Q3 2021.
  • 242 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2021.

Based on Lineweaver Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.