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

Concord Wealth 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 Q1	–	Sell	-35	Closed	-$3.79K	–	901
2023 Q4	$3.79K	Hold	35	–	–	﹤0.01%	665
2023 Q3	$3.45K	Hold	35	–	–	﹤0.01%	777
2023 Q2	$3.88K	Buy	+35	New	+$3.92K	﹤0.01%	757
2023 Q1	–	Sell	-35	Closed	-$3.79K	–	1215
2022 Q4	$3.79K	Buy	+35	New	+$3.79K	﹤0.01%	820
2022 Q3	–	Sell	-35	Closed	-$4K	–	1052
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	896
2022 Q1	$5K	Buy	+35	New	+$4.9K	﹤0.01%	925

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RBA

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

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

Concord Wealth Partners's TLH Position: Q1 2024 in Review

Concord Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 35 shares — an estimated $3.79K sold.

Concord Wealth Partners first reported a position in TLH in Q1 2022 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

Concord Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 35 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $3.79K.
Concord Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 6 quarters.
Concord Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $5K in Q1 2022.
408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.