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

NewEdge Wealth’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
Q3 		– Sell
-1,884
Closed -$209K – 675
2023
Q2 		$209K Buy
+1,884
New +$211K 0.01% 604

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

NewEdge Wealth's TLH Position: Q3 2023 in Review

NewEdge Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 1,884 shares — an estimated $209K sold.

NewEdge Wealth first reported a position in TLH in Q2 2023 and held it in 1 quarter. The position peaked at $209K in Q2 2023. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • NewEdge Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • NewEdge Wealth sold 1,884 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $209K.
  • NewEdge Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and held it in 1 quarter.
  • NewEdge Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $209K in Q2 2023.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on NewEdge Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.