Wells Financial Advisors INC Reduces Holdings in iShares 10-20 Year Treasury Bond ETF $TLH

Wells Financial Advisors INC reduced its position in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) by 67.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,026 shares of the company’s stock after selling 6,245 shares during the period. iShares 10-20 Year Treasury Bond ETF comprises 1.4% of Wells Financial Advisors INC’s portfolio, making the stock its 23rd largest position. Wells Financial Advisors INC’s holdings in iShares 10-20 Year Treasury Bond ETF were worth $305,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Bank of America Corp DE grew its holdings in iShares 10-20 Year Treasury Bond ETF by 1.5% during the 2nd quarter. Bank of America Corp DE now owns 9,797,105 shares of the company’s stock valued at $995,386,000 after purchasing an additional 143,628 shares in the last quarter. Forum Financial Management LP increased its stake in iShares 10-20 Year Treasury Bond ETF by 5.1% during the 1st quarter. Forum Financial Management LP now owns 8,935,374 shares of the company’s stock worth $899,971,000 after buying an additional 435,140 shares during the period. JPMorgan Chase & Co. lifted its holdings in iShares 10-20 Year Treasury Bond ETF by 12.9% in the 4th quarter. JPMorgan Chase & Co. now owns 3,964,251 shares of the company’s stock worth $403,046,000 after buying an additional 452,007 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares 10-20 Year Treasury Bond ETF by 322.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 2,791,010 shares of the company’s stock worth $283,762,000 after buying an additional 2,129,890 shares in the last quarter. Finally, Cetera Investment Advisers lifted its holdings in iShares 10-20 Year Treasury Bond ETF by 4.6% in the 4th quarter. Cetera Investment Advisers now owns 2,479,826 shares of the company’s stock worth $252,124,000 after buying an additional 109,362 shares in the last quarter.

iShares 10-20 Year Treasury Bond ETF Price Performance

NYSEARCA:TLH opened at $98.68 on Monday. The firm has a 50-day moving average of $99.29 and a two-hundred day moving average of $100.85. iShares 10-20 Year Treasury Bond ETF has a 1-year low of $96.89 and a 1-year high of $105.46.

iShares 10-20 Year Treasury Bond ETF Company 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.