Gradient Investments’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Gradient Investments’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	-365	Closed	-$37.5K	–	1192
2024 Q2	$37.5K	Sell	365 -372	-50%	-$37.9K	﹤0.01%	534
2024 Q1	$77.5K	Sell	737 -166,034	-100%	-$17.4M	﹤0.01%	381
2023 Q4	$18.1M	Sell	166,771 -27,107	-14%	-$2.71M	0.44%	70
2023 Q3	$19.1M	Buy	193,878 +5,610	+3%	+$589K	0.5%	54
2023 Q2	$20.9M	Buy	+188,268	New	+$21.1M	0.54%	50
2022 Q3	–	Sell	-4	Closed	–	–	1539
2022 Q2	$0	Sell	4 -7	-64%	-$859	﹤0.01%	1381
2022 Q1	$1K	Buy	+11	New	+$1.54K	﹤0.01%	1138
2021 Q4	–	Sell	-71	Closed	-$10K	–	1328
2021 Q3	$10K	Buy	+71	New	+$10.7K	﹤0.01%	778
2021 Q1	–	Sell	-17	Closed	-$3K	–	1285
2020 Q4	$3K	Hold	17	–	–	﹤0.01%	907
2020 Q3	$3K	Buy	+17	New	+$2.86K	﹤0.01%	912

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 $7.07B AUM 18.05% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Gradient Investments's TLH Position: Q3 2024 in Review

Gradient Investments sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 365 shares — an estimated $37.5K sold.

Gradient Investments first reported a position in TLH in Q3 2020 and held it in 10 quarters. The position peaked at $20.9M in Q2 2023. 478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

Gradient Investments reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 365 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $37.5K.
Gradient Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and held it in 10 quarters.
Gradient Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $20.9M in Q2 2023.
478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.