Halpern Financial’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Halpern Financial’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	$4.79K	Buy	+44	New	+$4.72K	﹤0.01%	184

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

Halpern Financial's TLH Position: Q3 2024 in Review

Halpern Financial opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024: 44 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #184 among its holdings.

478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

Halpern Financial held 44 shares of iShares 10-20 Year Treasury Bond ETF worth $4.79K as of Q3 2024.
iShares 10-20 Year Treasury Bond ETF was a new Halpern Financial position in Q3 2024.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Halpern Financial's portfolio in Q3 2024, its #184 holding.
478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.