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USA Financial Formulas’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

USA Financial Formulas’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
2015
Q3 		– Sell
-1,900
Closed -$253K – 195
2015
Q2 		$253K Buy
+1,900
New +$257K 0.08% 187

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

USA Financial Formulas's TLH Position: Q3 2015 in Review

USA Financial Formulas sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2015, closing a stake of 1,900 shares — an estimated $253K sold.

USA Financial Formulas first reported a position in TLH in Q2 2015 and held it in 1 quarter. The position peaked at $253K in Q2 2015. 73 funds tracked by Wall St. Rank hold TLH as of Q3 2015.

  • USA Financial Formulas reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2015 after selling out during the quarter.
  • USA Financial Formulas sold 1,900 iShares 10-20 Year Treasury Bond ETF shares in Q3 2015, an estimated $253K.
  • USA Financial Formulas first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2015 and held it in 1 quarter.
  • USA Financial Formulas's iShares 10-20 Year Treasury Bond ETF position peaked at $253K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2015.

Based on USA Financial Formulas's 13F filing for Q3 2015, filed 16 Nov 2015.