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Financial Network Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Financial Network Wealth 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
Q4 		– Sell
-130
Closed -$14.2K – 816
2024
Q3 		$14.2K Sell
130
-493
-79% -$52.8K 0.01% 400
2024
Q2 		$67.9K Buy
+623
New +$63.4K 0.05% 266

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Financial Network Wealth Advisors's TLH Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 130 shares — an estimated $14.2K sold.

Financial Network Wealth Advisors first reported a position in TLH in Q2 2024 and held it in 2 quarters. The position peaked at $67.9K in Q2 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 130 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $14.2K.
  • Financial Network Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $67.9K in Q2 2024.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.