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WFG Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WFG Advisors’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
2016
Q2 		– Sell
-58
Closed -$8K – 1692
2016
Q1 		$8K Buy
58
+27
+87% +$3.76K ﹤0.01% 1104
2015
Q4 		$4K Buy
+31
New +$4.2K ﹤0.01% 1281
2014
Q1 		– Sell
-20
Closed -$2K – 2222
2013
Q4 		$2K Hold
20
– – ﹤0.01% 1988
2013
Q3 		$3K Buy
20
+1
+5% +$124 ﹤0.01% 1869
2013
Q2 		$2K Buy
+19
New +$2.52K ﹤0.01% 1869

Other funds holding TLH

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WFG Advisors's TLH Position: Q2 2016 in Review

WFG Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2016, closing a stake of 58 shares — an estimated $8K sold.

WFG Advisors first reported a position in TLH in Q2 2013 and held it in 5 quarters. The position peaked at $8K in Q1 2016. 100 funds tracked by Wall St. Rank hold TLH as of Q2 2016.

  • WFG Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2016 after selling out during the quarter.
  • WFG Advisors sold 58 iShares 10-20 Year Treasury Bond ETF shares in Q2 2016, an estimated $8K.
  • WFG Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and held it in 5 quarters.
  • WFG Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $8K in Q1 2016.
  • 100 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2016.

Based on WFG Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.