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

Oxler Private 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
2022
Q4 		– Sell
-500
Closed -$56.5K – 306
2022
Q3 		$56.5K Buy
+500
New +$59.2K 0.03% 191

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

Oxler Private Wealth's TLH Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 500 shares — an estimated $56.5K sold.

Oxler Private Wealth first reported a position in TLH in Q3 2022 and held it in 1 quarter. The position peaked at $56.5K in Q3 2022. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 500 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $56.5K.
  • Oxler Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $56.5K in Q3 2022.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.