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

Marks 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 Q4	–	Sell	-126,647	Closed	-$13.8M	–	25
2024 Q3	$13.8M	Sell	126,647 -7,764	-6%	-$832K	5.94%	9
2024 Q2	$13.8M	Buy	+134,411	New	+$13.7M	6.09%	5
2024 Q1	–	Sell	-294,006	Closed	-$31.8M	–	20
2023 Q4	$31.8M	Buy	+294,006	New	+$29.4M	17.11%	4
2021 Q1	–	Sell	-10,993	Closed	-$1.75M	–	49
2020 Q4	$1.75M	Buy	+10,993	New	+$1.78M	0.61%	22

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Marks Wealth's TLH Position: Q4 2024 in Review

Marks Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 126,647 shares — an estimated $13.8M sold.

Marks Wealth first reported a position in TLH in Q4 2020 and held it in 4 quarters. The position peaked at $31.8M in Q4 2023. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Marks Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Marks Wealth sold 126,647 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $13.8M.
Marks Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Marks Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $31.8M in Q4 2023.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Marks Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.