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MA Private Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

MA Private Wealth’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
-6,666
Closed -$685K – 78
2024
Q2 		$685K Sell
6,666
-4,250
-39% -$433K 0.14% 47
2024
Q1 		$1.15M Sell
10,916
-3,223
-23% -$338K 0.23% 40
2023
Q4 		$1.53M Sell
14,139
-13,179
-48% -$1.32M 0.33% 35
2023
Q3 		$2.69M Sell
27,318
-69,442
-72% -$7.3M 0.64% 24
2023
Q2 		$10.7M Sell
96,760
-254
-0.3% -$28.5K 2.49% 11
2023
Q1 		$11.1M Buy
97,014
+20,689
+27% +$2.33M 2.7% 10
2022
Q4 		$8.26M Buy
+76,325
New +$8.27M 1.99% 15

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 $7.07B AUM 18.05% 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 $374B AUM 17.66% 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 $49B AUM 17.78% 1-Year Est. Return

MA Private Wealth's TLH Position: Q3 2024 in Review

MA Private Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 6,666 shares — an estimated $685K sold.

MA Private Wealth first reported a position in TLH in Q4 2022 and held it in 7 quarters. The position peaked at $11.1M in Q1 2023. 478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • MA Private Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • MA Private Wealth sold 6,666 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $685K.
  • MA Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 7 quarters.
  • MA Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $11.1M in Q1 2023.
  • 478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on MA Private Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.