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

Eagle Strategies’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 Q4	–	Sell	-19,471	Closed	-$2.13M	–	225
2024 Q3	$2.13M	Buy	19,471 +50	+0.3%	+$5.36K	0.38%	58
2024 Q2	$1.99M	Buy	19,421 +17,403	+862%	+$1.77M	0.38%	60
2024 Q1	$212K	Sell	2,018 -46,641	-96%	-$4.89M	0.05%	250
2023 Q4	$5.27M	Buy	+48,659	New	+$4.87M	1.13%	27
2023 Q3	–	Sell	-15,897	Closed	-$1.76M	–	184
2023 Q2	$1.76M	Buy	+15,897	New	+$1.78M	0.43%	55

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 $7.79B AUM 20.38% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eagle Strategies's TLH Position: Q4 2024 in Review

Eagle Strategies sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 19,471 shares — an estimated $2.13M sold.

Eagle Strategies first reported a position in TLH in Q2 2023 and held it in 5 quarters. The position peaked at $5.27M in Q4 2023. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Eagle Strategies reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Eagle Strategies sold 19,471 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $2.13M.
Eagle Strategies first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
Eagle Strategies's iShares 10-20 Year Treasury Bond ETF position peaked at $5.27M in Q4 2023.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Eagle Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.