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One Wealth Management Investment & Advisory Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

One Wealth Management Investment & Advisory 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
Q3 		– Sell
-14,918
Closed -$1.53M – 124
2024
Q2 		$1.53M Sell
14,918
-1,744
-10% -$178K 0.61% 29
2024
Q1 		$1.75M Buy
16,662
+1,552
+10% +$163K 0.72% 25
2023
Q4 		$1.64M Buy
+15,110
New +$1.51M 0.73% 28

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's TLH Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 14,918 shares — an estimated $1.53M sold.

One Wealth Management Investment & Advisory Services first reported a position in TLH in Q4 2023 and held it in 3 quarters. The position peaked at $1.75M in Q1 2024. 478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 14,918 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $1.53M.
  • One Wealth Management Investment & Advisory Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's iShares 10-20 Year Treasury Bond ETF position peaked at $1.75M in Q1 2024.
  • 478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.