Simplicity Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Simplicity Solutions’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	–	Sell	-3,462	Closed	-$383K	–	1091
2023 Q2	$383K	Sell	3,462 -4,250	-55%	-$476K	0.01%	748
2023 Q1	$883K	Buy	+7,712	New	+$867K	0.02%	523
2022 Q3	–	Sell	-1,671	Closed	-$201K	–	705
2022 Q2	$201K	Buy	+1,671	New	+$205K	0.03%	592
2020 Q4	–	Sell	-1,410	Closed	-$235K	–	988
2020 Q3	$235K	Sell	1,410 -27	-2%	-$4.54K	﹤0.01%	781
2020 Q2	$240K	Buy	+1,437	New	+$240K	﹤0.01%	788
2017 Q2	–	Sell	-10,200	Closed	-$1.37M	–	437
2017 Q1	$1.37M	Buy	+10,200	New	+$1.36M	0.21%	96

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $495B AUM 43.24% 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 $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $5.27B AUM 41.17% 1-Year Est. Return

Simplicity Solutions's TLH Position: Q3 2023 in Review

Simplicity Solutions sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 3,462 shares — an estimated $383K sold.

Simplicity Solutions first reported a position in TLH in Q1 2017 and held it in 6 quarters. The position peaked at $1.37M in Q1 2017. 344 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

Simplicity Solutions reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
Simplicity Solutions sold 3,462 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $383K.
Simplicity Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2017 and held it in 6 quarters.
Simplicity Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $1.37M in Q1 2017.
344 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on Simplicity Solutions's 13F filing for Q3 2023, filed 19 Oct 2023.