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WealthOne’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
WealthOne’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
2022
Q2
–
Sell
-3,193
Closed
-$430K
–
136
2022
Q1
$430K
Buy
+3,193
New
+$447K
0.15%
72
2021
Q4
–
Sell
-3,035
Closed
-$446K
–
130
2021
Q3
$446K
Buy
+3,035
New
+$457K
0.17%
71
2021
Q1
–
Sell
-3,232
Closed
-$515K
–
131
2020
Q4
$515K
Buy
3,232
+491
+18%
+$79.4K
0.25%
55
2020
Q3
$456K
Buy
2,741
+734
+37%
+$123K
0.26%
51
2020
Q2
$336K
Buy
+2,007
New
+$335K
0.21%
66
2019
Q4
–
Sell
-1,633
Closed
-$244K
–
98
2019
Q3
$244K
Sell
1,633
-2,869
-64%
-$422K
0.17%
77
2019
Q2
$644K
Sell
4,502
-1,409
-24%
-$195K
0.46%
37
2019
Q1
$814K
Buy
5,911
+412
+7%
+$55.1K
0.92%
22
2018
Q4
$734K
Buy
+5,499
New
+$706K
0.64%
25
Other funds holding TLH
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
RBA
Richard Bernstein Advisors
New York
$3.45B AUM
16.24%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
PAS
Park Avenue Securities
New York
$12.8B AUM
19.38%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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