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

Bulltick 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 Q4	–	Sell	-1,866	Closed	-$204K	–	137
2024 Q3	$204K	Sell	1,866 -868	-32%	-$93K	0.05%	109
2024 Q2	$281K	Hold	2,734	–	–	0.07%	79
2024 Q1	$287K	Sell	2,734 -387	-12%	-$40.5K	0.05%	94
2023 Q4	$338K	Sell	3,121 -618	-17%	-$61.9K	0.08%	91
2023 Q3	$368K	Buy	3,739 +1,651	+79%	+$173K	0.09%	96
2023 Q2	$231K	Buy	+2,088	New	+$234K	0.05%	117

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

Bulltick Wealth Management's TLH Position: Q4 2024 in Review

Bulltick Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 1,866 shares — an estimated $204K sold.

Bulltick Wealth Management first reported a position in TLH in Q2 2023 and held it in 6 quarters. The position peaked at $368K in Q3 2023. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Bulltick Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Bulltick Wealth Management sold 1,866 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $204K.
Bulltick Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and held it in 6 quarters.
Bulltick Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $368K in Q3 2023.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Bulltick Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.