Beam Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beam Wealth Advisors’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	-10,453	Closed	-$1.14M	–	107
2024 Q3	$1.14M	Sell	10,453 -3,937	-27%	-$422K	0.35%	58
2024 Q2	$1.48M	Sell	14,390 -25,207	-64%	-$2.57M	0.49%	45
2024 Q1	$4.16M	Sell	39,597 -5,464	-12%	-$572K	2.5%	10
2023 Q4	$4.88M	Sell	45,061 -3,319	-7%	-$332K	3.09%	9
2023 Q3	$4.76M	Sell	48,380 -14,004	-22%	-$1.47M	3.39%	8
2023 Q2	$6.91M	Buy	62,384 +39,296	+170%	+$4.41M	4.8%	5
2023 Q1	$2.64M	Buy	23,088 +289	+1%	+$32.5K	2.65%	9
2022 Q4	$2.47M	Buy	+22,799	New	+$2.47M	2.57%	10

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 $7.79B AUM 20.38% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 $58.2B AUM 22.78% 1-Year Est. Return

Beam Wealth Advisors's TLH Position: Q4 2024 in Review

Beam Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 10,453 shares — an estimated $1.14M sold.

Beam Wealth Advisors first reported a position in TLH in Q4 2022 and held it in 8 quarters. The position peaked at $6.91M in Q2 2023. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Beam Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Beam Wealth Advisors sold 10,453 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.14M.
Beam Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 8 quarters.
Beam Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $6.91M in Q2 2023.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Beam Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.