Private Advisory Group’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
2022
Q4
Sell
-9,864
Closed -$1.07M 220
2022
Q3
$1.07M Buy
+9,864
New +$1.17M 0.25% 91
2021
Q1
Sell
-4,192
Closed -$667K 152
2020
Q4
$667K Sell
4,192
-788
-16% -$127K 0.22% 69
2020
Q3
$829K Sell
4,980
-377
-7% -$63.4K 0.33% 53
2020
Q2
$896K Buy
+5,357
New +$895K 0.37% 61

Other funds holding TLH

Private Advisory Group's TLH Position: Q4 2022 in Review

Private Advisory Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2022, closing a stake of 9,864 shares — an estimated $1.07M sold.

Private Advisory Group first reported a position in TLH in Q2 2020 and held it in 4 quarters. The position peaked at $1.07M in Q3 2022. 352 funds tracked by Wall St. Rank hold TLH as of Q4 2022.

  • Private Advisory Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Private Advisory Group sold 9,864 iShares 10-20 Year Treasury Bond ETF shares in Q4 2022, an estimated $1.07M.
  • Private Advisory Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 4 quarters.
  • Private Advisory Group's iShares 10-20 Year Treasury Bond ETF position peaked at $1.07M in Q3 2022.
  • 352 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2022.

Based on Private Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.