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Lumature Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Lumature Wealth Partners’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
-29
Closed -$4K – 411
2021
Q2 		$4K Buy
+29
New +$4.16K ﹤0.01% 343

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Envestnet Asset Management
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RBA
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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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Lumature Wealth Partners's TLH Position: Q3 2021 in Review

Lumature Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2021, closing a stake of 29 shares — an estimated $4K sold.

Lumature Wealth Partners first reported a position in TLH in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 203 funds tracked by Wall St. Rank hold TLH as of Q3 2021.

  • Lumature Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Lumature Wealth Partners sold 29 iShares 10-20 Year Treasury Bond ETF shares in Q3 2021, an estimated $4K.
  • Lumature Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2021 and held it in 1 quarter.
  • Lumature Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $4K in Q2 2021.
  • 203 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2021.

Based on Lumature Wealth Partners's 13F filing for Q3 2021, filed 29 Oct 2021.