Wealthcare Advisory Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Wealthcare Advisory Partners’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	-7,006	Closed	-$758K	–	744
2022 Q4	$758K	Buy	7,006 +4,149	+145%	+$450K	0.04%	326
2022 Q3	$311K	Buy	2,857 +943	+49%	+$112K	0.02%	474
2022 Q2	$230K	Sell	1,914 -37	-2%	-$4.54K	0.01%	491
2022 Q1	$263K	Sell	1,951 -318	-14%	-$44.5K	0.02%	456
2021 Q4	$337K	Buy	+2,269	New	+$336K	0.02%	415
2021 Q2	–	Sell	-1,010	Closed	-$142K	–	1741
2021 Q1	$142K	Buy	+1,010	New	+$150K	0.01%	568
2019 Q1	–	Sell	-42	Closed	-$6K	–	1279
2018 Q4	$6K	Buy	+42	New	+$5.39K	﹤0.01%	904
2018 Q1	–	Sell	-2,614	Closed	-$356K	–	1243
2017 Q4	$356K	Buy	+2,614	New	+$356K	0.09%	123

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

Wealthcare Advisory Partners's TLH Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 7,006 shares — an estimated $758K sold.

Wealthcare Advisory Partners first reported a position in TLH in Q4 2017 and held it in 8 quarters. The position peaked at $758K in Q4 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

Wealthcare Advisory Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 7,006 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $758K.
Wealthcare Advisory Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $758K in Q4 2022.
373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.