Wealth Advisory Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,260
Closed -$257K 129
2023
Q1
$257K Buy
2,260
+218
+11% +$24.5K 0.07% 111
2022
Q4
$220K Hold
2,042
0.06% 123
2022
Q3
$222K Buy
+2,042
New +$242K 0.06% 125

Other funds holding TLH

Wealth Advisory Solutions's TLH Position: Q2 2023 in Review

Wealth Advisory Solutions sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2023, closing a stake of 2,260 shares — an estimated $257K sold.

Wealth Advisory Solutions first reported a position in TLH in Q3 2022 and held it in 3 quarters. The position peaked at $257K in Q1 2023. 395 funds tracked by Wall St. Rank hold TLH as of Q2 2023.

  • Wealth Advisory Solutions reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,260 iShares 10-20 Year Treasury Bond ETF shares in Q2 2023, an estimated $257K.
  • Wealth Advisory Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
  • Wealth Advisory Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $257K in Q1 2023.
  • 395 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2023.

Based on Wealth Advisory Solutions's 13F filing for Q2 2023, filed 7 Aug 2023.