Pathstone Family Office’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$70.6M Buy
717,295
+401,535
+127% +$42.2M 0.54% 34
2023
Q2
$34.9M Buy
+315,760
New +$35.4M 0.5% 44

Other funds holding TLH

Pathstone Family Office's TLH Position: Q3 2023 in Review

Pathstone Family Office increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 127% in Q3 2023, buying an estimated $42.2M and bringing the position to 717,295 shares worth $70.6M. The position accounts for 0.54% of the portfolio, ranked #34.

Pathstone Family Office first reported a position in TLH in Q2 2023 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • Pathstone Family Office held 717,295 shares of iShares 10-20 Year Treasury Bond ETF worth $70.6M as of Q3 2023.
  • Pathstone Family Office bought 401,535 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $42.2M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.54% of Pathstone Family Office's portfolio in Q3 2023, its #34 holding.
  • Pathstone Family Office first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.