C
TLH icon

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

CEDRUS’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 		$5.13M Buy
46,957
+5,699
+14% +$611K 1.9% 13
2024
Q2 		$4.24M Buy
41,258
+9,663
+31% +$984K 2.12% 13
2024
Q1 		$3.32M Buy
31,595
+4,615
+17% +$483K 1.81% 15
2023
Q4 		$2.92M Buy
26,980
+1,068
+4% +$107K 1.81% 15
2023
Q3 		$2.55M Buy
+25,912
New +$2.72M 1.81% 15

Other funds holding TLH

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CEDRUS's TLH Position: Q3 2024 in Review

CEDRUS increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q3 2024, buying an estimated $611K and bringing the position to 46,957 shares worth $5.13M. The position accounts for 1.9% of the portfolio, ranked #13.

CEDRUS first reported a position in TLH in Q3 2023 and has held it in 5 quarters since. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • CEDRUS held 46,957 shares of iShares 10-20 Year Treasury Bond ETF worth $5.13M as of Q3 2024.
  • CEDRUS bought 5,699 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $611K.
  • iShares 10-20 Year Treasury Bond ETF made up 1.9% of CEDRUS's portfolio in Q3 2024, its #13 holding.
  • CEDRUS first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 5 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.