McAdam LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-440	Closed	-$56K	–	547
2018 Q3	$56K	Hold	440	–	–	0.02%	154
2018 Q2	$58K	Hold	440	–	–	0.02%	138
2018 Q1	$58K	Buy	+440	New	+$57.9K	0.03%	140

Other funds holding TLH

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFG

Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

McAdam LLC's TLH Position: Q4 2018 in Review

McAdam LLC sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2018, closing a stake of 440 shares — an estimated $56K sold.

McAdam LLC first reported a position in TLH in Q1 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 95 funds tracked by Wall St. Rank hold TLH as of Q4 2018.

McAdam LLC reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 440 iShares 10-20 Year Treasury Bond ETF shares in Q4 2018, an estimated $56K.
McAdam LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $58K in Q2 2018.
95 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.