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Balboa Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Balboa Wealth Partners’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
Q2 		– Sell
-2,105
Closed -$221K – 341
2024
Q1 		$221K Buy
+2,105
New +$220K 0.07% 212
2023
Q3 		– Sell
-3,328
Closed -$369K – 323
2023
Q2 		$369K Sell
3,328
-6,363
-66% -$713K 0.13% 141
2023
Q1 		$1.11M Buy
+9,691
New +$1.09M 0.42% 44

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 $7.07B AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Balboa Wealth Partners's TLH Position: Q2 2024 in Review

Balboa Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 2,105 shares — an estimated $221K sold.

Balboa Wealth Partners first reported a position in TLH in Q1 2023 and held it in 3 quarters. The position peaked at $1.11M in Q1 2023. 438 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

  • Balboa Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,105 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $221K.
  • Balboa Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 3 quarters.
  • Balboa Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q1 2023.
  • 438 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.