SP
TLH icon

Successful Portfolios’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Successful Portfolios’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
-5,710
Closed -$654K – 187
2023
Q1 		$654K Buy
5,710
+1,688
+42% +$190K 0.41% 57
2022
Q4 		$435K Buy
4,022
+918
+30% +$99.5K 0.28% 95
2022
Q3 		$338K Buy
3,104
+47
+2% +$5.56K 0.25% 107
2022
Q2 		$367K Buy
3,057
+234
+8% +$28.7K 0.25% 107
2022
Q1 		$380K Buy
+2,823
New +$395K 0.22% 119

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 $7.07B AUM 18.05% 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

Successful Portfolios's TLH Position: Q2 2023 in Review

Successful Portfolios sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 5,710 shares — an estimated $654K sold.

Successful Portfolios first reported a position in TLH in Q1 2022 and held it in 5 quarters. The position peaked at $654K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • Successful Portfolios reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Successful Portfolios sold 5,710 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $654K.
  • Successful Portfolios first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 5 quarters.
  • Successful Portfolios's iShares 10-20 Year Treasury Bond ETF position peaked at $654K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Successful Portfolios's 13F filing for Q2 2023, filed 20 Jul 2023.