TD Ameritrade Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TD Ameritrade Investment Management’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	-9,454	Closed	-$1.05M	–	445
2023 Q2	$1.05M	Buy	9,454 +111	+1%	+$12.4K	0.01%	106
2023 Q1	$1.07M	Sell	9,343 -534	-5%	-$60.1K	0.01%	107
2022 Q4	$1.07M	Sell	9,877 -201	-2%	-$21.8K	0.01%	109
2022 Q3	$1.1M	Sell	10,078 -2,296	-19%	-$272K	0.01%	112
2022 Q2	$1.49M	Sell	12,374 -735	-6%	-$90.2K	0.01%	108
2022 Q1	$1.76M	Sell	13,109 -307	-2%	-$43K	0.01%	111
2021 Q4	$1.99M	Sell	13,416 -5,497	-29%	-$814K	0.01%	104
2021 Q3	$3.15M	Buy	18,913 +5,200	+38%	+$784K	0.03%	88
2021 Q2	$2.02M	Sell	13,713 -602	-4%	-$86.3K	0.01%	101
2021 Q1	$2.28M	Hold	14,315	–	–	0.02%	99
2020 Q4	$2.28M	Sell	14,315 -4,598	-24%	-$744K	0.02%	99
2020 Q3	$3.15M	Sell	18,913 -436	-2%	-$73.3K	0.03%	88
2020 Q2	$3.24M	Buy	19,349 +6,504	+51%	+$1.09M	0.03%	89
2020 Q1	$2.15M	Sell	12,845 -4,965	-28%	-$767K	0.02%	97
2019 Q4	$2.56M	Buy	17,810 +6,036	+51%	+$885K	0.02%	92
2019 Q3	$1.76M	Buy	11,774 +887	+8%	+$130K	0.01%	99
2019 Q2	$1.56M	Sell	10,887 -220	-2%	-$30.4K	0.01%	98
2019 Q1	$1.53M	Buy	11,107 +77	+0.7%	+$10.3K	0.01%	97
2018 Q4	$1.47M	Buy	11,030 +699	+7%	+$89.7K	0.01%	92
2018 Q3	$1.33M	Sell	10,331 -111	-1%	-$14.5K	0.01%	89
2018 Q2	$1.37M	Sell	10,442 -520	-5%	-$67.7K	0.01%	76
2018 Q1	$1.45M	Sell	10,962 -280	-2%	-$36.9K	0.02%	66
2017 Q4	$1.53M	Sell	11,242 -121	-1%	-$16.5K	0.02%	59
2017 Q3	$1.55M	Sell	11,363 -240	-2%	-$32.9K	0.02%	58
2017 Q2	$1.58M	Buy	11,603 +2,669	+30%	+$364K	0.02%	53
2017 Q1	$1.2M	Buy	8,934 +496	+6%	+$66.2K	0.02%	57
2016 Q4	$1.12M	Sell	8,438 -101	-1%	-$13.9K	0.02%	57
2016 Q3	$1.24M	Sell	8,539 -101	-1%	-$14.7K	0.02%	56
2016 Q2	$1.27M	Sell	8,640 -2,361	-21%	-$336K	0.02%	54
2016 Q1	$1.56M	Sell	11,001 -475	-4%	-$66.2K	0.03%	52
2015 Q4	$1.54M	Sell	11,476 -686	-6%	-$93K	0.03%	52
2015 Q3	$1.67M	Sell	12,162 -269	-2%	-$36.4K	0.04%	49
2015 Q2	$1.65M	Sell	12,431 -430	-3%	-$58.2K	0.03%	53
2015 Q1	$1.78M	Sell	12,861 -893	-6%	-$123K	0.04%	52
2014 Q4	$1.86M	Buy	13,754 +130	+1%	+$17.4K	0.04%	51
2014 Q3	$1.77M	Sell	13,624 -484	-3%	-$62.9K	0.04%	51
2014 Q2	$1.82M	Buy	14,108 +1,167	+9%	+$149K	0.05%	51
2014 Q1	$1.63M	Sell	12,941 -109	-0.8%	-$13.6K	0.05%	53
2013 Q4	$1.58M	Sell	13,050 -154	-1%	-$19.1K	0.05%	54
2013 Q3	$1.65M	Buy	13,204 +617	+5%	+$76.5K	0.06%	53
2013 Q2	$1.59M	Buy	+12,587	New	+$1.67M	0.06%	53

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

TD Ameritrade Investment Management's TLH Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 9,454 shares — an estimated $1.05M sold.

TD Ameritrade Investment Management first reported a position in TLH in Q2 2013 and held it in 41 quarters. The position peaked at $3.24M in Q2 2020. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 9,454 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $1.05M.
TD Ameritrade Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and held it in 41 quarters.
TD Ameritrade Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $3.24M in Q2 2020.
346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.