Ken Fisher
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Ken Fisher’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Ken Fisher’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
-3,019
Closed -$310K – 1022
2024
Q2 		$310K Buy
+3,019
New +$307K ﹤0.01% 873

Other funds holding TLH

Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ken Fisher's TLH Position: Q3 2024 in Review

Ken Fisher sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 3,019 shares — an estimated $310K sold.

Ken Fisher first reported a position in TLH in Q2 2024 and held it in 1 quarter. The position peaked at $310K in Q2 2024. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Ken Fisher reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Ken Fisher sold 3,019 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $310K.
  • Ken Fisher first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 1 quarter.
  • Ken Fisher's iShares 10-20 Year Treasury Bond ETF position peaked at $310K in Q2 2024.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Fisher Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.