Householder Group Estate & Retirement Specialist’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Householder Group Estate & Retirement Specialist’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	$138K	Sell	1,389 -1,011	-42%	-$105K	0.1%	129
2024 Q3	$262K	Buy	2,400 +276	+13%	+$29.6K	0.08%	206
2024 Q2	$218K	Sell	2,124 -1,961	-48%	-$200K	0.06%	237
2024 Q1	$429K	Buy	4,085 +2,905	+246%	+$304K	0.13%	152
2023 Q4	$127K	Buy	1,180 +2	+0.2%	+$200	0.04%	298
2023 Q3	$116K	Buy	+1,178	New	+$124K	0.04%	289
2023 Q1	$70K	Buy	+614	New	+$69K	0.03%	373
2022 Q4	–	Sell	-614	Closed	-$66K	–	1058
2022 Q3	$66K	Buy	+614	New	+$72.7K	0.03%	348

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 $7.79B AUM 20.38% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Householder Group Estate & Retirement Specialist's TLH Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 42% in Q4 2024, selling an estimated $105K and leaving 1,389 shares worth $138K. The position accounts for 0.1% of the portfolio, ranked #129.

Householder Group Estate & Retirement Specialist first reported a position in TLH in Q3 2022 and has held it in 8 quarters since. The position peaked at $429K in Q1 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,389 shares of iShares 10-20 Year Treasury Bond ETF worth $138K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,011 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $105K.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #129 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's iShares 10-20 Year Treasury Bond ETF position peaked at $429K in Q1 2024.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.