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Okabena Investment Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-78
Closed -$8.93K – 235
2023
Q1 		$8.93K Buy
+78
New +$8.77K 0.01% 107

Other funds holding TLH

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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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Okabena Investment Services's TLH Position: Q2 2023 in Review

Okabena Investment Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 78 shares — an estimated $8.93K sold.

Okabena Investment Services first reported a position in TLH in Q1 2023 and held it in 1 quarter. The position peaked at $8.93K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • Okabena Investment Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 78 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $8.93K.
  • Okabena Investment Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Okabena Investment Services's iShares 10-20 Year Treasury Bond ETF position peaked at $8.93K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.