Retirement Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Retirement Group’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
2021 Q2	–	Sell	-42	Closed	-$6K	–	769
2021 Q1	$6K	Buy	42 +1	+2%	+$148	﹤0.01%	538
2020 Q4	$6K	Hold	41	–	–	﹤0.01%	489
2020 Q3	$7K	Hold	41	–	–	﹤0.01%	454
2020 Q2	$7K	Buy	+41	New	+$6.85K	﹤0.01%	422
2019 Q4	$6K	Buy	+41	New	+$6.01K	﹤0.01%	435

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Retirement Group's TLH Position: Q2 2021 in Review

Retirement Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2021, closing a stake of 42 shares — an estimated $6K sold.

Retirement Group first reported a position in TLH in Q4 2019 and held it in 5 quarters. The position peaked at $7K in Q3 2020. 124 funds tracked by Wall St. Rank hold TLH as of Q2 2021.

Retirement Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2021 after selling out during the quarter.
Retirement Group sold 42 iShares 10-20 Year Treasury Bond ETF shares in Q2 2021, an estimated $6K.
Retirement Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and held it in 5 quarters.
Retirement Group's iShares 10-20 Year Treasury Bond ETF position peaked at $7K in Q3 2020.
124 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.