TFO Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TFO Wealth Partners’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 Q4	–	Sell	-19	Closed	-$2.1K	–	1085
2023 Q3	$2.1K	Hold	19	–	–	﹤0.01%	204
2023 Q2	$2.1K	Hold	19	–	–	﹤0.01%	181
2023 Q1	$2.18K	Sell	19 -1,407	-99%	-$158K	﹤0.01%	146
2022 Q4	$150K	Buy	1,426 +1,407	+7,405%	+$153K	0.03%	40
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	124
2022 Q2	$2K	Buy	+19	New	+$2.33K	﹤0.01%	357

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 $7.07B AUM 18.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

TFO Wealth Partners's TLH Position: Q4 2023 in Review

TFO Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 19 shares — an estimated $2.1K sold.

TFO Wealth Partners first reported a position in TLH in Q2 2022 and held it in 6 quarters. The position peaked at $150K in Q4 2022. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

TFO Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
TFO Wealth Partners sold 19 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $2.1K.
TFO Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and held it in 6 quarters.
TFO Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $150K in Q4 2022.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.