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

Connectus Wealth’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
-146,837
Closed -$15.9M – 505
2023
Q4 		$15.9M Buy
146,837
+92,689
+171% +$9.28M 0.33% 78
2023
Q3 		$5.36M Sell
54,148
-2,261
-4% -$238K 0.12% 157
2023
Q2 		$6.27M Buy
56,409
+44,844
+388% +$5.03M 0.14% 127
2023
Q1 		$1.33M Buy
11,565
+32
+0.3% +$3.6K 0.03% 260
2022
Q4 		$1.26M Sell
11,533
-767
-6% -$83.1K 0.03% 263
2022
Q3 		$1.34M Buy
+12,300
New +$1.46M 0.03% 299

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 $7.07B AUM 18.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connectus Wealth's TLH Position: Q1 2024 in Review

Connectus Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 146,837 shares — an estimated $15.9M sold.

Connectus Wealth first reported a position in TLH in Q3 2022 and held it in 6 quarters. The position peaked at $15.9M in Q4 2023. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

  • Connectus Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 146,837 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $15.9M.
  • Connectus Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 6 quarters.
  • Connectus Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $15.9M in Q4 2023.
  • 408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.