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Vivid Financial Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Vivid Financial Management’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
Q4 		$1.91M Buy
12,860
+2,276
+22% +$337K 0.71% 32
2021
Q3 		$1.56M Buy
+10,584
New +$1.59M 0.64% 34

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Vivid Financial Management's TLH Position: Q4 2021 in Review

Vivid Financial Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q4 2021, buying an estimated $337K and bringing the position to 12,860 shares worth $1.91M. The position accounts for 0.71% of the portfolio, ranked #32.

Vivid Financial Management first reported a position in TLH in Q3 2021 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold TLH as of Q4 2021.

  • Vivid Financial Management held 12,860 shares of iShares 10-20 Year Treasury Bond ETF worth $1.91M as of Q4 2021.
  • Vivid Financial Management bought 2,276 iShares 10-20 Year Treasury Bond ETF shares in Q4 2021, an estimated $337K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.71% of Vivid Financial Management's portfolio in Q4 2021, its #32 holding.
  • Vivid Financial Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 2 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.