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

TCWP’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
-70,321
Closed -$7.79M – 163
2023
Q2 		$7.79M Buy
70,321
+3,867
+6% +$434K 1.66% 15
2023
Q1 		$7.61M Buy
66,454
+31,248
+89% +$3.51M 1.44% 15
2022
Q4 		$3.81M Buy
35,206
+1,069
+3% +$116K 0.77% 39
2022
Q3 		$3.72M Sell
34,137
-7,680
-18% -$909K 0.79% 35
2022
Q2 		$5.02M Buy
41,817
+24,685
+144% +$3.03M 1.07% 27
2022
Q1 		$2.31M Buy
17,132
+5,127
+43% +$718K 0.42% 62
2021
Q4 		$1.78M Buy
+12,005
New +$1.78M 0.35% 80

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
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

TCWP's TLH Position: Q3 2023 in Review

TCWP sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 70,321 shares — an estimated $7.79M sold.

TCWP first reported a position in TLH in Q4 2021 and held it in 7 quarters. The position peaked at $7.79M in Q2 2023. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

  • TCWP reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 70,321 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $7.79M.
  • TCWP first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 7 quarters.
  • TCWP's iShares 10-20 Year Treasury Bond ETF position peaked at $7.79M in Q2 2023.
  • 346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.