New Potomac Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

New Potomac Partners’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	$946K	Sell	8,652 -90	-1%	-$9.65K	0.49%	53
2024 Q2	$898K	Sell	8,742 -300	-3%	-$30.5K	0.49%	54
2024 Q1	$950K	Hold	9,042	–	–	0.53%	54
2023 Q4	$979K	Sell	9,042 -4,708	-34%	-$471K	0.58%	52
2023 Q3	$1.35M	Sell	13,750 -1,390	-9%	-$146K	0.93%	45
2023 Q2	$1.68M	Buy	15,140 +541	+4%	+$60.7K	1.11%	43
2023 Q1	$1.67M	Buy	14,599 +320	+2%	+$36K	1.16%	42
2022 Q4	$1.54M	Buy	+14,279	New	+$1.55M	1.14%	42

Other funds holding TLH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

New Potomac Partners's TLH Position: Q3 2024 in Review

New Potomac Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1% in Q3 2024, selling an estimated $9.65K and leaving 8,652 shares worth $946K. The position accounts for 0.49% of the portfolio, ranked #53.

New Potomac Partners first reported a position in TLH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.68M in Q2 2023. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

New Potomac Partners held 8,652 shares of iShares 10-20 Year Treasury Bond ETF worth $946K as of Q3 2024.
New Potomac Partners sold 90 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $9.65K.
iShares 10-20 Year Treasury Bond ETF made up 0.49% of New Potomac Partners's portfolio in Q3 2024, its #53 holding.
New Potomac Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
New Potomac Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $1.68M in Q2 2023.
479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.