TriaGen Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TriaGen Wealth 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
2022 Q3	–	Sell	-3,460	Closed	-$416K	–	177
2022 Q2	$416K	Buy	3,460 +278	+9%	+$34.1K	0.3%	81
2022 Q1	$428K	Buy	3,182 +367	+13%	+$51.4K	0.22%	114
2021 Q4	$418K	Buy	2,815 +9	+0.3%	+$1.33K	0.21%	114
2021 Q3	$413K	Buy	2,806 +191	+7%	+$28.8K	0.22%	109
2021 Q2	$397K	Buy	2,615 +94	+4%	+$13.5K	0.2%	118
2021 Q1	$353K	Sell	2,521 -65	-3%	-$9.65K	0.2%	113
2020 Q4	$412K	Buy	+2,586	New	+$418K	0.24%	110

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

TriaGen Wealth Management's TLH Position: Q3 2022 in Review

TriaGen Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2022, closing a stake of 3,460 shares — an estimated $416K sold.

TriaGen Wealth Management first reported a position in TLH in Q4 2020 and held it in 7 quarters. The position peaked at $428K in Q1 2022. 308 funds tracked by Wall St. Rank hold TLH as of Q3 2022.

TriaGen Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2022 after selling out during the quarter.
TriaGen Wealth Management sold 3,460 iShares 10-20 Year Treasury Bond ETF shares in Q3 2022, an estimated $416K.
TriaGen Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 7 quarters.
TriaGen Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $428K in Q1 2022.
308 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2022.

Based on TriaGen Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.