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

Aspire 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 Q1	–	Sell	-28	Closed	-$3.02K	–	197
2023 Q4	$3.02K	Hold	28	–	–	﹤0.01%	170
2023 Q3	$2.75K	Sell	28 -1,140	-98%	-$120K	﹤0.01%	169
2023 Q2	$129K	Buy	1,168 +23	+2%	+$2.58K	0.1%	98
2023 Q1	$131K	Buy	1,145 +122	+12%	+$13.7K	0.11%	99
2022 Q4	$111K	Sell	1,023 -18	-2%	-$1.95K	0.1%	102
2022 Q3	$113K	Buy	1,041 +104	+11%	+$12.3K	0.11%	94
2022 Q2	$113K	Buy	937 +44	+5%	+$5.4K	0.1%	97
2022 Q1	$120K	Buy	893 +501	+128%	+$70.2K	0.1%	98
2021 Q4	$58K	Buy	+392	New	+$58K	0.05%	115

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RBA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspire Wealth Management's TLH Position: Q1 2024 in Review

Aspire Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 28 shares — an estimated $3.02K sold.

Aspire Wealth Management first reported a position in TLH in Q4 2021 and held it in 9 quarters. The position peaked at $131K in Q1 2023. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

Aspire Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Aspire Wealth Management sold 28 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $3.02K.
Aspire Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 9 quarters.
Aspire Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $131K in Q1 2023.
408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Aspire Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.