Matthew Hamilton Rosenberg’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Matthew Hamilton Rosenberg’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	-1	Closed	-$98	–	960
2023 Q3	$98	Hold	1	–	–	﹤0.01%	882
2023 Q2	$111	Hold	1	–	–	﹤0.01%	899
2023 Q1	$115	Hold	1	–	–	﹤0.01%	925
2022 Q4	$108	Buy	+1	New	+$108	﹤0.01%	922

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

Matthew Hamilton Rosenberg's TLH Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 1 share — an estimated $98 sold.

Matthew Hamilton Rosenberg first reported a position in TLH in Q4 2022 and held it in 4 quarters. The position peaked at $115 in Q1 2023. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

Matthew Hamilton Rosenberg reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 1 iShares 10-20 Year Treasury Bond ETF share in Q4 2023, an estimated $98.
Matthew Hamilton Rosenberg first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 4 quarters.
Matthew Hamilton Rosenberg's iShares 10-20 Year Treasury Bond ETF position peaked at $115 in Q1 2023.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.