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

WealthPLAN 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 Q3	–	Sell	-3,533	Closed	-$391K	–	1083
2023 Q2	$391K	Sell	3,533 -1,652	-32%	-$185K	0.06%	221
2023 Q1	$594K	Sell	5,185 -1,178	-19%	-$132K	0.07%	178
2022 Q4	$712K	Buy	+6,363	New	+$690K	0.05%	209
2022 Q1	$283K	Buy	2,283 +357	+19%	+$50K	0.02%	326
2021 Q4	$277K	Buy	1,926 +298	+18%	+$44.1K	0.02%	328
2021 Q3	$245K	Buy	+1,628	New	+$245K	0.02%	340

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

RBA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $5.27B AUM 41.17% 1-Year Est. Return

WealthPLAN Partners's TLH Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2023, closing a stake of 3,533 shares — an estimated $391K sold.

WealthPLAN Partners first reported a position in TLH in Q3 2021 and held it in 6 quarters. The position peaked at $712K in Q4 2022. 344 funds tracked by Wall St. Rank hold TLH as of Q3 2023.

WealthPLAN Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 3,533 iShares 10-20 Year Treasury Bond ETF shares in Q3 2023, an estimated $391K.
WealthPLAN Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 6 quarters.
WealthPLAN Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $712K in Q4 2022.
344 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.