Iron Horse Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Iron Horse Wealth Management’s Portfolio TDS Stock Details TDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Hold	591	–	–	0.01%	208
2025 Q1	$22.9K	Sell	591 -445	-43%	-$16K	0.01%	185
2024 Q4	$35.3K	Sell	1,036 -200	-16%	-$6.08K	0.01%	140
2024 Q3	$28.7K	Hold	1,236	–	–	0.01%	149
2024 Q2	$25.6K	Hold	1,236	–	–	0.01%	143
2024 Q1	$19.8K	Hold	1,236	–	–	0.01%	134
2023 Q4	$22.7K	Hold	1,236	–	–	0.01%	115
2023 Q3	$22.6K	Hold	1,236	–	–	0.01%	106
2023 Q2	$10.2K	Hold	1,236	–	–	0.01%	151
2023 Q1	$13K	Hold	1,236	–	–	0.01%	144
2022 Q4	$13K	Buy	+1,236	New	+$15.3K	0.01%	118
2022 Q3	–	Sell	-1,236	Closed	-$20K	–	267
2022 Q2	$20K	Hold	1,236	–	–	0.01%	104
2022 Q1	$23K	Hold	1,236	–	–	0.01%	104
2021 Q4	$25K	Hold	1,236	–	–	0.01%	93
2021 Q3	$24K	Hold	1,236	–	–	0.01%	86
2021 Q2	$28K	Buy	1,236 +632	+105%	+$15.4K	0.02%	87
2021 Q1	$14K	Hold	604	–	–	0.01%	98
2020 Q4	$11K	Buy	+604	New	+$11.1K	0.01%	102

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCM

Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SPC

Silver Point Capital Greenwich, Connecticut $1.3B AUM 18.3% 1-Year Est. Return

Iron Horse Wealth Management's TDS Position: Q2 2025 in Review

Iron Horse Wealth Management held its Telephone and Data Systems (TDS) position steady in Q2 2025 at 591 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #208.

Iron Horse Wealth Management first reported a position in TDS in Q4 2020 and has held it in 18 quarters since. The position peaked at $35.3K in Q4 2024. 311 funds tracked by Wall St. Rank hold TDS as of Q2 2025.

Iron Horse Wealth Management held 591 shares of Telephone and Data Systems worth $21K as of Q2 2025.
Iron Horse Wealth Management left its Telephone and Data Systems share count unchanged in Q2 2025.
Telephone and Data Systems made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #208 holding.
Iron Horse Wealth Management first reported a position in Telephone and Data Systems in Q4 2020 and has held it in 18 quarters since.
Iron Horse Wealth Management's Telephone and Data Systems position peaked at $35.3K in Q4 2024.
311 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.