RWM
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Ruedi Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-107
Closed -$12.3K – 263
2023
Q1 		$12.3K Buy
+107
New +$12K 0.01% 145

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 $7.79B AUM 20.38% 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
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Ruedi Wealth Management's TLH Position: Q2 2023 in Review

Ruedi Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 107 shares — an estimated $12.3K sold.

Ruedi Wealth Management first reported a position in TLH in Q1 2023 and held it in 1 quarter. The position peaked at $12.3K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • Ruedi Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 107 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $12.3K.
  • Ruedi Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 1 quarter.
  • Ruedi Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $12.3K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.