Beacon Capital Management LLC (Tennessee)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-669	Closed	-$73.1K	–	1204
2024 Q3	$73.1K	Buy	669 +134	+25%	+$14.4K	0.01%	252
2024 Q2	$54.9K	Buy	535 +10	+2%	+$1.02K	0.01%	271
2024 Q1	$55.2K	Buy	+525	New	+$55K	0.01%	278
2023 Q4	–	Sell	-64	Closed	-$7.09K	–	1040
2023 Q3	$7.09K	Hold	64	–	–	﹤0.01%	631
2023 Q2	$7.09K	Buy	+64	New	+$7.17K	﹤0.01%	631
2023 Q1	–	Sell	-14	Closed	-$1.51K	–	1012
2022 Q4	$1.51K	Buy	+14	New	+$1.52K	﹤0.01%	835

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s TLH Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 669 shares — an estimated $73.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in TLH in Q4 2022 and held it in 6 quarters. The position peaked at $73.1K in Q3 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 669 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $73.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares 10-20 Year Treasury Bond ETF position peaked at $73.1K in Q3 2024.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.