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San Luis Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

San Luis Wealth Advisors’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
Q2 		– Sell
-9
Closed -$1K – 387
2022
Q1 		$1K Buy
+9
New +$1.26K ﹤0.01% 438

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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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

San Luis Wealth Advisors's TLH Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2022, closing a stake of 9 shares — an estimated $1K sold.

San Luis Wealth Advisors first reported a position in TLH in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 280 funds tracked by Wall St. Rank hold TLH as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 9 iShares 10-20 Year Treasury Bond ETF shares in Q2 2022, an estimated $1K.
  • San Luis Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1K in Q1 2022.
  • 280 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.