Castleview Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Castleview Partners’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	–	Sell	-19	Closed	-$1.95K	–	884
2024 Q2	$1.95K	Hold	19	–	–	﹤0.01%	744
2024 Q1	$2K	Hold	19	–	–	﹤0.01%	742
2023 Q4	$2.06K	Hold	19	–	–	﹤0.01%	700
2023 Q3	$1.87K	Hold	19	–	–	﹤0.01%	562
2023 Q2	$2.1K	Hold	19	–	–	﹤0.01%	579
2023 Q1	$2.18K	Hold	19	–	–	﹤0.01%	566
2022 Q4	$2.06K	Hold	19	–	–	﹤0.01%	515
2022 Q3	$2K	Sell	19 -3,094	-99%	-$366K	﹤0.01%	544
2022 Q2	$343K	Buy	3,113 +3,094	+16,284%	+$380K	0.27%	82
2022 Q1	$2K	Sell	19 -2,800	-99%	-$392K	﹤0.01%	655
2021 Q4	$19	Buy	+2,819	New	+$417K	﹤0.01%	938
2021 Q2	$3K	Buy	+19	New	+$2.72K	﹤0.01%	843

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

Castleview Partners's TLH Position: Q3 2024 in Review

Castleview Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 19 shares — an estimated $1.95K sold.

Castleview Partners first reported a position in TLH in Q2 2021 and held it in 12 quarters. The position peaked at $343K in Q2 2022. 478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

Castleview Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 19 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.95K.
Castleview Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2021 and held it in 12 quarters.
Castleview Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $343K in Q2 2022.
478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.