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

Anchor Pointe 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
2024 Q4	$699K	Buy	+7,001	New	+$724K	0.91%	33

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Anchor Pointe Wealth Management's TLH Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024: 7,001 shares worth $699K. The stake represents 0.91% of the portfolio and ranks #33 among its holdings.

482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Anchor Pointe Wealth Management held 7,001 shares of iShares 10-20 Year Treasury Bond ETF worth $699K as of Q4 2024.
iShares 10-20 Year Treasury Bond ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares 10-20 Year Treasury Bond ETF made up 0.91% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #33 holding.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.