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Private Portfolio Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Private Portfolio Partners’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
Q3 		– Sell
-5,644
Closed -$678K – 285
2022
Q2 		$678K Buy
5,644
+818
+17% +$100K 0.19% 99
2022
Q1 		$650K Buy
+4,826
New +$676K 0.16% 129
2021
Q3 		– Sell
-6,593
Closed -$969K – 271
2021
Q2 		$969K Buy
+6,593
New +$945K 0.28% 78

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
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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Private Portfolio Partners's TLH Position: Q3 2022 in Review

Private Portfolio Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2022, closing a stake of 5,644 shares — an estimated $678K sold.

Private Portfolio Partners first reported a position in TLH in Q2 2021 and held it in 3 quarters. The position peaked at $969K in Q2 2021. 308 funds tracked by Wall St. Rank hold TLH as of Q3 2022.

  • Private Portfolio Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Private Portfolio Partners sold 5,644 iShares 10-20 Year Treasury Bond ETF shares in Q3 2022, an estimated $678K.
  • Private Portfolio Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2021 and held it in 3 quarters.
  • Private Portfolio Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $969K in Q2 2021.
  • 308 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2022.

Based on Private Portfolio Partners's 13F filing for Q3 2022, filed 7 Nov 2022.