Fisher Asset Management
TLH icon

Fisher Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Fisher Asset Management’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
-3,019
Closed -$310K – 1022
2024
Q2 		$310K Buy
+3,019
New +$307K ﹤0.01% 873

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fisher Asset Management's TLH Position: Q3 2024 in Review

Fisher Asset Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 3,019 shares — an estimated $310K sold.

Fisher Asset Management first reported a position in TLH in Q2 2024 and held it in 1 quarter. The position peaked at $310K in Q2 2024. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Fisher Asset Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Fisher Asset Management sold 3,019 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $310K.
  • Fisher Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Fisher Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $310K in Q2 2024.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.