Westside Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Westside Investment Management’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
2021 Q1	–	Sell	-800	Closed	-$127	–	747
2020 Q4	$127	Hold	800	–	–	﹤0.01%	277
2020 Q3	$133	Hold	800	–	–	﹤0.01%	281
2020 Q2	$133	Hold	800	–	–	﹤0.01%	257
2020 Q1	$134	Buy	+800	New	+$124K	﹤0.01%	261
2019 Q2	$114	Buy	+800	New	+$111K	﹤0.01%	236
2018 Q4	$86.8K	Buy	+650	New	+$83.4K	0.03%	227

Other funds holding TLH

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

RBA

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Westside Investment Management's TLH Position: Q1 2021 in Review

Westside Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2021, closing a stake of 800 shares — an estimated $127 sold.

Westside Investment Management first reported a position in TLH in Q4 2018 and held it in 6 quarters. The position peaked at $86.8K in Q4 2018. 133 funds tracked by Wall St. Rank hold TLH as of Q1 2021.

Westside Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2021 after selling out during the quarter.
Westside Investment Management sold 800 iShares 10-20 Year Treasury Bond ETF shares in Q1 2021, an estimated $127.
Westside Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2018 and held it in 6 quarters.
Westside Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $86.8K in Q4 2018.
133 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2021.

Based on Westside Investment Management's 13F filing for Q1 2021, filed 14 Apr 2021.