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

Napa Wealth 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
Q4 		– Sell
-8,200
Closed -$897K – 212
2024
Q3 		$897K Buy
8,200
+1,585
+24% +$170K 0.42% 70
2024
Q2 		$679K Buy
+6,615
New +$673K 0.46% 48

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $49B AUM 17.78% 1-Year Est. Return

Napa Wealth Management's TLH Position: Q4 2024 in Review

Napa Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 8,200 shares — an estimated $897K sold.

Napa Wealth Management first reported a position in TLH in Q2 2024 and held it in 2 quarters. The position peaked at $897K in Q3 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Napa Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 8,200 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $897K.
  • Napa Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
  • Napa Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $897K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.