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Morris Financial Concepts’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Morris Financial Concepts’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
Q2 		– Sell
-62
Closed -$6.51K – 167
2024
Q1 		$6.51K Buy
+62
New +$6.49K ﹤0.01% 143

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morris Financial Concepts's TLH Position: Q2 2024 in Review

Morris Financial Concepts sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 62 shares — an estimated $6.51K sold.

Morris Financial Concepts first reported a position in TLH in Q1 2024 and held it in 1 quarter. The position peaked at $6.51K in Q1 2024. 438 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

  • Morris Financial Concepts reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Morris Financial Concepts sold 62 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $6.51K.
  • Morris Financial Concepts first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Morris Financial Concepts's iShares 10-20 Year Treasury Bond ETF position peaked at $6.51K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on Morris Financial Concepts's 13F filing for Q2 2024, filed 29 Jul 2024.