NES
TLH icon

New England Securities’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

New England Securities’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
2013
Q4 		– Sell
-125
Closed -$16K – 1721
2013
Q3 		$16K Buy
125
+22
+21% +$2.73K 0.01% 834
2013
Q2 		$13K Buy
+103
New +$13.7K 0.01% 808

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New England Securities's TLH Position: Q4 2013 in Review

New England Securities sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2013, closing a stake of 125 shares — an estimated $16K sold.

New England Securities first reported a position in TLH in Q2 2013 and held it in 2 quarters. The position peaked at $16K in Q3 2013. 43 funds tracked by Wall St. Rank hold TLH as of Q4 2013.

  • New England Securities reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 125 iShares 10-20 Year Treasury Bond ETF shares in Q4 2013, an estimated $16K.
  • New England Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and held it in 2 quarters.
  • New England Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $16K in Q3 2013.
  • 43 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.