Valley National Advisers’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Valley National Advisers’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 Q1	–	Sell	-3	Closed	–	–	976
2022 Q4	$0	Buy	+3	New	+$325	﹤0.01%	977
2020 Q1	–	Sell	-90	Closed	-$13K	–	839
2019 Q4	$13K	Hold	90	–	–	﹤0.01%	492
2019 Q3	$13K	Buy	+90	New	+$13.2K	﹤0.01%	484

Other funds holding TLH

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valley National Advisers's TLH Position: Q1 2023 in Review

Valley National Advisers sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 3 shares.

Valley National Advisers first reported a position in TLH in Q3 2019 and held it in 3 quarters. The position peaked at $13K in Q4 2019. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

Valley National Advisers reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Valley National Advisers sold 3 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023.
Valley National Advisers first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2019 and held it in 3 quarters.
Valley National Advisers's iShares 10-20 Year Treasury Bond ETF position peaked at $13K in Q4 2019.
373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Valley National Advisers's 13F filing for Q1 2023, filed 26 Apr 2023.