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

One Plus One Wealth Management’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
-15,475
Closed -$1.69M – 103
2022
Q3 		$1.69M Buy
+15,475
New +$1.83M 1.37% 23

Other funds holding TLH

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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 $83.7B AUM 27.22% 1-Year Est. Return

One Plus One Wealth Management's TLH Position: Q4 2022 in Review

One Plus One Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 15,475 shares — an estimated $1.69M sold.

One Plus One Wealth Management first reported a position in TLH in Q3 2022 and held it in 1 quarter. The position peaked at $1.69M in Q3 2022. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • One Plus One Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • One Plus One Wealth Management sold 15,475 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.69M.
  • One Plus One Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • One Plus One Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.69M in Q3 2022.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on One Plus One Wealth Management's 13F filing for Q4 2022, filed 18 Jan 2023.