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

SBB Research 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
2023 Q3	$1.26M	Buy	12,822 +17	+0.1%	+$1.79K	2.25%	11
2023 Q2	$1.42M	Buy	12,805 +2,960	+30%	+$332K	2.57%	11
2023 Q1	$1.13M	Hold	9,845	–	–	1.59%	11
2022 Q4	$1.07M	Sell	9,845 -4,003	-29%	-$434K	1.54%	11
2022 Q3	$1.51M	Buy	13,848 +20	+0.1%	+$2.37K	2.14%	11
2022 Q2	$1.66M	Buy	13,828 +15	+0.1%	+$1.84K	0.67%	15
2022 Q1	$1.86M	Buy	13,813 +192	+1%	+$26.9K	0.4%	15
2021 Q4	$2.02M	Buy	+13,621	New	+$2.02M	0.3%	15

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

CWM

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

SBB Research Group's TLH Position: Q3 2023 in Review

SBB Research Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.13% in Q3 2023, buying an estimated $1.79K and bringing the position to 12,822 shares worth $1.26M. The position accounts for 2.25% of the portfolio, ranked #11.

SBB Research Group first reported a position in TLH in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.02M in Q4 2021. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

SBB Research Group held 12,822 shares of iShares 10-20 Year Treasury Bond ETF worth $1.26M as of Q3 2023.
SBB Research Group bought 17 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.79K.
iShares 10-20 Year Treasury Bond ETF made up 2.25% of SBB Research Group's portfolio in Q3 2023, its #11 holding.
SBB Research Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's iShares 10-20 Year Treasury Bond ETF position peaked at $2.02M in Q4 2021.
346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.