MCC
TLH icon

Money Concepts Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Money Concepts Capital’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
2022
Q4 		– Sell
-182
Closed -$20K – 3314
2022
Q3 		$20K Hold
182
– – ﹤0.01% 915
2022
Q2 		$22K Buy
182
+42
+30% +$5.15K ﹤0.01% 867
2022
Q1 		$19K Sell
140
-1,031
-88% -$144K ﹤0.01% 1635
2021
Q4 		$174K Buy
+1,171
New +$173K 0.01% 504
2021
Q1 		$4K Sell
25
-32
-56% -$4.75K ﹤0.01% 675
2020
Q4 		$9K Buy
+57
New +$9.22K ﹤0.01% 610

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Money Concepts Capital's TLH Position: Q4 2022 in Review

Money Concepts Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 182 shares — an estimated $20K sold.

Money Concepts Capital first reported a position in TLH in Q4 2020 and held it in 6 quarters. The position peaked at $174K in Q4 2021. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Money Concepts Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Money Concepts Capital sold 182 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $20K.
  • Money Concepts Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 6 quarters.
  • Money Concepts Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $174K in Q4 2021.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Money Concepts Capital's 13F filing for Q4 2022, filed 14 Feb 2023.