UBP Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

UBP Investment 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
2021 Q1	–	Sell	-1,310	Closed	-$209K	–	115
2020 Q4	$209K	Hold	1,310	–	–	0.11%	78
2020 Q3	$218K	Hold	1,310	–	–	0.17%	54
2020 Q2	$219K	Hold	1,310	–	–	0.17%	51
2020 Q1	$220K	Buy	+1,310	New	+$202K	0.2%	49
2019 Q1	–	Sell	-3,000	Closed	-$401K	–	48
2018 Q4	$401K	Hold	3,000	–	–	0.42%	36
2018 Q3	$386K	Hold	3,000	–	–	0.37%	47
2018 Q2	$391K	Hold	3,000	–	–	0.46%	38
2018 Q1	$397K	Hold	3,000	–	–	0.43%	40
2017 Q4	$408K	Buy	+3,000	New	+$409K	0.48%	46

Other funds holding TLH

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

RBA

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

RIG

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

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBP Investment Advisors's TLH Position: Q1 2021 in Review

UBP Investment Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2021, closing a stake of 1,310 shares — an estimated $209K sold.

UBP Investment Advisors first reported a position in TLH in Q4 2017 and held it in 9 quarters. The position peaked at $408K in Q4 2017. 133 funds tracked by Wall St. Rank hold TLH as of Q1 2021.

UBP Investment Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
UBP Investment Advisors sold 1,310 iShares 10-20 Year Treasury Bond ETF shares in Q1 2021, an estimated $209K.
UBP Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2017 and held it in 9 quarters.
UBP Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $408K in Q4 2017.
133 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2021.

Based on UBP Investment Advisors's 13F filing for Q1 2021, filed 6 May 2021.