W.H. Cornerstone Investments’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

W.H. Cornerstone Investments’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 Q3	–	Sell	-4,137	Closed	-$458K	–	135
2023 Q2	$458K	Sell	4,137 -1,718	-29%	-$193K	0.41%	64
2023 Q1	$671K	Buy	5,855 +1,735	+42%	+$195K	0.61%	51
2022 Q4	$471K	Buy	4,120 +143	+4%	+$15.5K	0.45%	63
2022 Q3	$424K	Buy	+3,977	New	+$471K	0.45%	65

Other funds holding TLH

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

RBA

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

W.H. Cornerstone Investments's TLH Position: Q3 2023 in Review

W.H. Cornerstone Investments sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 4,137 shares — an estimated $458K sold.

W.H. Cornerstone Investments first reported a position in TLH in Q3 2022 and held it in 4 quarters. The position peaked at $671K in Q1 2023. 346 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

W.H. Cornerstone Investments reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
W.H. Cornerstone Investments sold 4,137 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $458K.
W.H. Cornerstone Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 4 quarters.
W.H. Cornerstone Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $671K in Q1 2023.
346 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on W.H. Cornerstone Investments's 13F filing for Q3 2023, filed 24 Oct 2023.