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

Baldwin 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
Q4 		– Sell
-74
Closed -$8.09K – 934
2024
Q3 		$8.09K Buy
+74
New +$7.93K ﹤0.01% 822

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Baldwin Wealth Partners's TLH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 74 shares — an estimated $8.09K sold.

Baldwin Wealth Partners first reported a position in TLH in Q3 2024 and held it in 1 quarter. The position peaked at $8.09K in Q3 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 74 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $8.09K.
  • Baldwin Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $8.09K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.