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V Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

V Wealth 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
2016
Q2 		– Sell
-4,272
Closed -$599K – 171
2016
Q1 		$599K Buy
+4,272
New +$596K 0.48% 66

Other funds holding TLH

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
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
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

V Wealth Advisors's TLH Position: Q2 2016 in Review

V Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2016, closing a stake of 4,272 shares — an estimated $599K sold.

V Wealth Advisors first reported a position in TLH in Q1 2016 and held it in 1 quarter. The position peaked at $599K in Q1 2016. 100 funds tracked by Wall St. Rank hold TLH as of Q2 2016.

  • V Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • V Wealth Advisors sold 4,272 iShares 10-20 Year Treasury Bond ETF shares in Q2 2016, an estimated $599K.
  • V Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and held it in 1 quarter.
  • V Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $599K in Q1 2016.
  • 100 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2016.

Based on V Wealth Advisors's 13F filing for Q2 2016, filed 18 Jul 2016.