Wintrust Investments’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,211
Closed -$2.19M 390
2022
Q4
$2.19M Sell
20,211
-6,514
-24% -$706K 0.29% 71
2022
Q3
$2.91M Buy
+26,725
New +$3.16M 0.36% 54

Other funds holding TLH

Wintrust Investments's TLH Position: Q1 2023 in Review

Wintrust Investments sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2023, closing a stake of 20,211 shares — an estimated $2.19M sold.

Wintrust Investments first reported a position in TLH in Q3 2022 and held it in 2 quarters. The position peaked at $2.91M in Q3 2022. 373 funds tracked by Wall St. Rank hold TLH as of Q1 2023.

  • Wintrust Investments reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Wintrust Investments sold 20,211 iShares 10-20 Year Treasury Bond ETF shares in Q1 2023, an estimated $2.19M.
  • Wintrust Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 2 quarters.
  • Wintrust Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $2.91M in Q3 2022.
  • 373 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.