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Romano Brothers & Co’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-51
Closed -$5.52K – 911
2022
Q4 		$5.52K Buy
+51
New +$5.53K ﹤0.01% 825

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Romano Brothers & Co's TLH Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 51 shares — an estimated $5.52K sold.

Romano Brothers & Co first reported a position in TLH in Q4 2022 and held it in 1 quarter. The position peaked at $5.52K in Q4 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 51 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $5.52K.
  • Romano Brothers & Co first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares 10-20 Year Treasury Bond ETF position peaked at $5.52K in Q4 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.