MinichMacGregor Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-14
Closed -$2K 500
2016
Q3
$2K Hold
14
﹤0.01% 385
2016
Q2
$2K Buy
14
+6
+75% +$853 ﹤0.01% 372
2016
Q1
$1K Buy
8
+5
+167% +$697 ﹤0.01% 404
2015
Q4
$0 Buy
+3
New +$407 ﹤0.01% 398

Other funds holding TLH

MinichMacGregor Wealth Management's TLH Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2016, closing a stake of 14 shares — an estimated $2K sold.

MinichMacGregor Wealth Management first reported a position in TLH in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 78 funds tracked by Wall St. Rank hold TLH as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 14 iShares 10-20 Year Treasury Bond ETF shares in Q4 2016, an estimated $2K.
  • MinichMacGregor Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2015 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2K in Q3 2016.
  • 78 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.