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

TRUADVICE’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
-3,693
Closed -$423K – 275
2023
Q1 		$423K Sell
3,693
-2,523
-41% -$284K 0.17% 137
2022
Q4 		$709K Buy
6,216
+1,718
+38% +$186K 0.37% 50
2022
Q3 		$470K Buy
4,498
+1,457
+48% +$172K 0.26% 75
2022
Q2 		$379K Buy
3,041
+446
+17% +$54.7K 0.2% 97
2022
Q1 		$317K Buy
2,595
+74
+3% +$10.4K 0.18% 105
2021
Q4 		$354K Buy
2,521
+1,007
+67% +$149K 0.33% 84
2021
Q3 		$226K Sell
1,514
-2,934
-66% -$442K 0.21% 110
2021
Q2 		$675K Buy
+4,448
New +$638K 0.15% 137

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

TRUADVICE's TLH Position: Q2 2023 in Review

TRUADVICE sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 3,693 shares — an estimated $423K sold.

TRUADVICE first reported a position in TLH in Q2 2021 and held it in 8 quarters. The position peaked at $709K in Q4 2022. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • TRUADVICE reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • TRUADVICE sold 3,693 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $423K.
  • TRUADVICE first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2021 and held it in 8 quarters.
  • TRUADVICE's iShares 10-20 Year Treasury Bond ETF position peaked at $709K in Q4 2022.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on TRUADVICE's 13F filing for Q2 2023, filed 11 Aug 2023.