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Eldridge Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Eldridge Investment Advisors’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 		– Sell
-18,500
Closed -$1.9M – 151
2024
Q2 		$1.9M Buy
+18,500
New +$1.88M 0.48% 47

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Eldridge Investment Advisors's TLH Position: Q3 2024 in Review

Eldridge Investment Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 18,500 shares — an estimated $1.9M sold.

Eldridge Investment Advisors first reported a position in TLH in Q2 2024 and held it in 1 quarter. The position peaked at $1.9M in Q2 2024. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Eldridge Investment Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 18,500 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.9M.
  • Eldridge Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Eldridge Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.9M in Q2 2024.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Eldridge Investment Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.