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

Marcum 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
2023 Q4	–	Sell	-3,055	Closed	-$301K	–	398
2023 Q3	$301K	Sell	3,055 -198	-6%	-$20.8K	0.04%	242
2023 Q2	$360K	Sell	3,253 -198	-6%	-$22.2K	0.04%	217
2023 Q1	$395K	Buy	3,451 +44	+1%	+$4.95K	0.05%	209
2022 Q4	$369K	Sell	3,407 -404	-11%	-$43.8K	0.05%	211
2022 Q3	$415K	Buy	+3,811	New	+$451K	0.06%	181

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

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

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Marcum Wealth's TLH Position: Q4 2023 in Review

Marcum Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 3,055 shares — an estimated $301K sold.

Marcum Wealth first reported a position in TLH in Q3 2022 and held it in 5 quarters. The position peaked at $415K in Q3 2022. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

Marcum Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
Marcum Wealth sold 3,055 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $301K.
Marcum Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
Marcum Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $415K in Q3 2022.
420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Marcum Wealth's 13F filing for Q4 2023, filed 10 Jan 2024.