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

Planning Capital Management Corporation’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 		$7.33K Buy
+67
New +$7.18K ﹤0.01% 476

Other funds holding TLH

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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 $424B AUM 22.94% 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 $58.2B AUM 22.78% 1-Year Est. Return

Planning Capital Management Corporation's TLH Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024: 67 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #476 among its holdings.

479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • Planning Capital Management Corporation held 67 shares of iShares 10-20 Year Treasury Bond ETF worth $7.33K as of Q3 2024.
  • iShares 10-20 Year Treasury Bond ETF was a new Planning Capital Management Corporation position in Q3 2024.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #476 holding.
  • 479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.