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Moloney Securities Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Moloney Securities Asset Management’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
-20,302
Closed -$2.09M – 507
2024
Q2 		$2.09M Buy
+20,302
New +$2.07M 0.3% 80
2019
Q4 		– Sell
-37,561
Closed -$5.62M – 373
2019
Q3 		$5.62M Buy
+37,561
New +$5.52M 1.88% 5

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

Moloney Securities Asset Management's TLH Position: Q3 2024 in Review

Moloney Securities Asset Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 20,302 shares — an estimated $2.09M sold.

Moloney Securities Asset Management first reported a position in TLH in Q3 2019 and held it in 2 quarters. The position peaked at $5.62M in Q3 2019. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Moloney Securities Asset Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Moloney Securities Asset Management sold 20,302 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $2.09M.
  • Moloney Securities Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2019 and held it in 2 quarters.
  • Moloney Securities Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $5.62M in Q3 2019.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Moloney Securities Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.