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

Alera Investment 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
2024
Q3 		$667K Sell
6,097
-5
-0.1% -$536 0.08% 107
2024
Q2 		$627K Buy
+6,102
New +$621K 0.08% 104

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Alera Investment Advisors's TLH Position: Q3 2024 in Review

Alera Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.08% in Q3 2024, selling an estimated $536 and leaving 6,097 shares worth $667K. The position accounts for 0.08% of the portfolio, ranked #107.

Alera Investment Advisors first reported a position in TLH in Q2 2024 and has held it in 2 quarters since. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Alera Investment Advisors held 6,097 shares of iShares 10-20 Year Treasury Bond ETF worth $667K as of Q3 2024.
  • Alera Investment Advisors sold 5 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $536.
  • iShares 10-20 Year Treasury Bond ETF made up 0.08% of Alera Investment Advisors's portfolio in Q3 2024, its #107 holding.
  • Alera Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.