True Link Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

True Link Financial Advisors’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	-3,427	Closed	-$337K	–	102
2023 Q3	$337K	Hold	3,427	–	–	0.04%	87
2023 Q2	$380K	Hold	3,427	–	–	0.05%	87
2023 Q1	$393K	Hold	3,427	–	–	0.05%	87
2022 Q4	$371K	Hold	3,427	–	–	0.05%	86
2022 Q3	$373K	Sell	3,427 -30	-0.9%	-$3.55K	0.05%	95
2022 Q2	$415K	Buy	3,457 +30	+0.9%	+$3.68K	0.06%	92
2022 Q1	$461K	Hold	3,427	–	–	0.07%	83
2021 Q4	$509K	Hold	3,427	–	–	0.07%	98
2021 Q3	$504K	Hold	3,427	–	–	0.07%	92
2021 Q2	$504K	Hold	3,427	–	–	0.07%	78
2021 Q1	$480K	Hold	3,427	–	–	0.07%	107
2020 Q4	$546K	Buy	+3,427	New	+$554K	0.09%	91

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

True Link Financial Advisors's TLH Position: Q4 2023 in Review

True Link Financial Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 3,427 shares — an estimated $337K sold.

True Link Financial Advisors first reported a position in TLH in Q4 2020 and held it in 12 quarters. The position peaked at $546K in Q4 2020. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

True Link Financial Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
True Link Financial Advisors sold 3,427 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $337K.
True Link Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
True Link Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $546K in Q4 2020.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on True Link Financial Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.