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

Castle Rock 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
Q1 		– Sell
-15,583
Closed -$1.65M – 242
2023
Q4 		$1.65M Buy
+15,583
New +$1.56M 0.5% 53

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Castle Rock Wealth Management's TLH Position: Q1 2024 in Review

Castle Rock Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 15,583 shares — an estimated $1.65M sold.

Castle Rock Wealth Management first reported a position in TLH in Q4 2023 and held it in 1 quarter. The position peaked at $1.65M in Q4 2023. 409 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

  • Castle Rock Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Castle Rock Wealth Management sold 15,583 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $1.65M.
  • Castle Rock Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Castle Rock Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.65M in Q4 2023.
  • 409 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Castle Rock Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.