M Financial Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

M Financial Asset Management’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
2020 Q4	–	Sell	-7	Closed	-$1K	–	11
2020 Q3	$1K	Buy	7 +3	+75%	+$505	0.01%	13
2020 Q2	$1K	Buy	+4	New	+$668	0.01%	13

Other funds holding TLH

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

RBA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

M Financial Asset Management's TLH Position: Q4 2020 in Review

M Financial Asset Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2020, closing a stake of 7 shares — an estimated $1K sold.

M Financial Asset Management first reported a position in TLH in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 154 funds tracked by Wall St. Rank hold TLH as of Q4 2020.

M Financial Asset Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2020 after selling out during the quarter.
M Financial Asset Management sold 7 iShares 10-20 Year Treasury Bond ETF shares in Q4 2020, an estimated $1K.
M Financial Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 2 quarters.
M Financial Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1K in Q3 2020.
154 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2020.

Based on M Financial Asset Management's 13F filing for Q4 2020, filed 17 Feb 2021.