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

Brophy 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 Q3	$310K	Buy	+2,831	New	+$303K	0.11%	170

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

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

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

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

RBA

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

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

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

Brophy Wealth Management's TLH Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024: 2,831 shares worth $310K. The stake represents 0.11% of the portfolio and ranks #170 among its holdings.

478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

Brophy Wealth Management held 2,831 shares of iShares 10-20 Year Treasury Bond ETF worth $310K as of Q3 2024.
iShares 10-20 Year Treasury Bond ETF was a new Brophy Wealth Management position in Q3 2024.
iShares 10-20 Year Treasury Bond ETF made up 0.11% of Brophy Wealth Management's portfolio in Q3 2024, its #170 holding.
478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.