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

Peninsula Wealth’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 		$996K Sell
10,005
-2,637
-21% -$273K 0.17% 53
2024
Q3 		$1.35M Buy
12,642
+851
+7% +$91.2K 0.24% 41
2024
Q2 		$1.23M Buy
11,791
+3,134
+36% +$319K 0.23% 43
2024
Q1 		$909K Buy
8,657
+870
+11% +$91.1K 0.18% 48
2023
Q4 		$843K Buy
+7,787
New +$779K 0.17% 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

Peninsula Wealth's TLH Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q4 2024, selling an estimated $273K and leaving 10,005 shares worth $996K. The position accounts for 0.17% of the portfolio, ranked #53.

Peninsula Wealth first reported a position in TLH in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Peninsula Wealth held 10,005 shares of iShares 10-20 Year Treasury Bond ETF worth $996K as of Q4 2024.
  • Peninsula Wealth sold 2,637 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $273K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.17% of Peninsula Wealth's portfolio in Q4 2024, its #53 holding.
  • Peninsula Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Peninsula Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $1.35M in Q3 2024.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

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