Avaii Wealth Management LLC lessened its holdings in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 5.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 47,414 shares of the company’s stock after selling 2,704 shares during the period. iShares 10-20 Year Treasury Bond ETF accounts for approximately 2.3% of Avaii Wealth Management LLC’s investment portfolio, making the stock its 15th biggest holding. Avaii Wealth Management LLC’s holdings in iShares 10-20 Year Treasury Bond ETF were worth $4,720,000 as of its most recent SEC filing.
Several other institutional investors have also recently added to or reduced their stakes in TLH. Forum Financial Management LP raised its holdings in iShares 10-20 Year Treasury Bond ETF by 3.1% during the third quarter. Forum Financial Management LP now owns 7,137,470 shares of the company’s stock worth $780,340,000 after purchasing an additional 217,762 shares in the last quarter. JPMorgan Chase & Co. grew its position in shares of iShares 10-20 Year Treasury Bond ETF by 68.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 2,149,520 shares of the company’s stock valued at $235,007,000 after buying an additional 870,858 shares during the last quarter. LPL Financial LLC raised its stake in iShares 10-20 Year Treasury Bond ETF by 6.0% during the 3rd quarter. LPL Financial LLC now owns 1,820,759 shares of the company’s stock worth $199,064,000 after acquiring an additional 103,828 shares in the last quarter. Assetmark Inc. lifted its position in iShares 10-20 Year Treasury Bond ETF by 75.6% in the third quarter. Assetmark Inc. now owns 1,534,544 shares of the company’s stock valued at $167,772,000 after acquiring an additional 660,882 shares during the last quarter. Finally, Signature Estate & Investment Advisors LLC acquired a new position in iShares 10-20 Year Treasury Bond ETF in the third quarter valued at $84,726,000.
iShares 10-20 Year Treasury Bond ETF Trading Up 0.3 %
TLH opened at $99.39 on Friday. iShares 10-20 Year Treasury Bond ETF has a one year low of $96.95 and a one year high of $111.83. The business’s 50-day simple moving average is $101.09 and its 200-day simple moving average is $104.60.
iShares 10-20 Year Treasury Bond ETF Profile
The iShares 10-20 Year Treasury Bond ETF (TLH) is an exchange-traded fund that is based on the ICE U.S. Treasury 10-20 Year TR index. The fund tracks a market-weighted index of debt issued by the U.S. Treasury TLH was launched on Jan 5, 2007 and is managed by BlackRock.
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