WWM
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WJ Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WJ Wealth 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
2020
Q3 		– Sell
-36,230
Closed -$6.07M – 49
2020
Q2 		$6.07M Buy
+36,230
New +$6.05M 4.26% 5

Other funds holding TLH

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

WJ Wealth Management's TLH Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2020, closing a stake of 36,230 shares — an estimated $6.07M sold.

WJ Wealth Management first reported a position in TLH in Q2 2020 and held it in 1 quarter. The position peaked at $6.07M in Q2 2020. 145 funds tracked by Wall St. Rank hold TLH as of Q3 2020.

  • WJ Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 36,230 iShares 10-20 Year Treasury Bond ETF shares in Q3 2020, an estimated $6.07M.
  • WJ Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $6.07M in Q2 2020.
  • 145 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.