Northwest Capital Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Northwest Capital 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 Q2	–	Sell	-62	Closed	-$6.51K	–	550
2024 Q1	$6.51K	Hold	62	–	–	﹤0.01%	423
2023 Q4	$6.71K	Hold	62	–	–	﹤0.01%	410
2023 Q3	$6.11K	Sell	62 -123	-66%	-$12.9K	﹤0.01%	407
2023 Q2	$20.5K	Buy	+185	New	+$20.7K	0.01%	293
2022 Q3	–	Sell	-1,721	Closed	-$207K	–	95
2022 Q2	$207K	Buy	+1,721	New	+$211K	0.11%	87

Other funds holding TLH

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest Capital Management's TLH Position: Q2 2024 in Review

Northwest Capital Management 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.

Northwest Capital Management first reported a position in TLH in Q2 2022 and held it in 5 quarters. The position peaked at $207K in Q2 2022. 438 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

Northwest Capital Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
Northwest Capital Management sold 62 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $6.51K.
Northwest Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and held it in 5 quarters.
Northwest Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $207K in Q2 2022.
438 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.