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Morningstar Investment Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Morningstar Investment Services’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
-11,603
Closed -$1.27M – 374
2024
Q3 		$1.27M Buy
11,603
+1,787
+18% +$192K 0.01% 196
2024
Q2 		$1.02M Sell
9,816
-538
-5% -$54.8K 0.01% 200
2024
Q1 		$1.09M Sell
10,354
-3,244
-24% -$340K 0.01% 184
2023
Q4 		$1.48M Buy
+13,598
New +$1.36M 0.01% 203

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morningstar Investment Services's TLH Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 11,603 shares — an estimated $1.27M sold.

Morningstar Investment Services first reported a position in TLH in Q4 2023 and held it in 4 quarters. The position peaked at $1.48M in Q4 2023. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Morningstar Investment Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 11,603 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $1.27M.
  • Morningstar Investment Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 4 quarters.
  • Morningstar Investment Services's iShares 10-20 Year Treasury Bond ETF position peaked at $1.48M in Q4 2023.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.