SW
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SkyOak Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SkyOak Wealth’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
2020
Q3 		– Sell
-1,746
Closed -$292K – 241
2020
Q2 		$292K Buy
+1,746
New +$292K 0.11% 186

Other funds holding TLH

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Bank of America
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

SkyOak Wealth's TLH Position: Q3 2020 in Review

SkyOak Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2020, closing a stake of 1,746 shares — an estimated $292K sold.

SkyOak Wealth first reported a position in TLH in Q2 2020 and held it in 1 quarter. The position peaked at $292K in Q2 2020. 145 funds tracked by Wall St. Rank hold TLH as of Q3 2020.

  • SkyOak Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • SkyOak Wealth sold 1,746 iShares 10-20 Year Treasury Bond ETF shares in Q3 2020, an estimated $292K.
  • SkyOak Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • SkyOak Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $292K in Q2 2020.
  • 145 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.