ICA Group Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

ICA Group Wealth 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 Q2	–	Sell	-553	Closed	-$58.1K	–	1279
2024 Q1	$58.1K	Buy	553 +219	+66%	+$22.9K	0.01%	521
2023 Q4	$36.2K	Buy	+334	New	+$33.4K	0.01%	589
2023 Q3	–	Sell	-492	Closed	-$54.5K	–	1125
2023 Q2	$54.5K	Buy	492 +442	+884%	+$49.6K	0.01%	476
2023 Q1	$5.76K	Sell	50 -736	-94%	-$82.8K	﹤0.01%	916
2022 Q4	$85K	Buy	+786	New	+$85.2K	0.02%	399

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

ICA Group Wealth Management's TLH Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 553 shares — an estimated $58.1K sold.

ICA Group Wealth Management first reported a position in TLH in Q4 2022 and held it in 5 quarters. The position peaked at $85K in Q4 2022. 438 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

ICA Group Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 553 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $58.1K.
ICA Group Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
ICA Group Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $85K in Q4 2022.
438 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.