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

Consilium Wealth Advisory’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
-2,868
Closed -$310K – 87
2023
Q4 		$310K Buy
+2,868
New +$287K 0.19% 71

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
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

Consilium Wealth Advisory's TLH Position: Q1 2024 in Review

Consilium Wealth Advisory sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 2,868 shares — an estimated $310K sold.

Consilium Wealth Advisory first reported a position in TLH in Q4 2023 and held it in 1 quarter. The position peaked at $310K in Q4 2023. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

  • Consilium Wealth Advisory reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Consilium Wealth Advisory sold 2,868 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $310K.
  • Consilium Wealth Advisory first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Consilium Wealth Advisory's iShares 10-20 Year Treasury Bond ETF position peaked at $310K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

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