Salem Investment Counselors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Salem Investment Counselors’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	-57	Closed	-$5.85K	–	1227
2024 Q2	$5.85K	Sell	57 -38	-40%	-$3.87K	﹤0.01%	903
2024 Q1	$9.98K	Sell	95 -1	-1%	-$105	﹤0.01%	835
2023 Q4	$10.4K	Hold	96	–	–	﹤0.01%	810
2023 Q3	$9.45K	Buy	96 +13	+16%	+$1.37K	﹤0.01%	801
2023 Q2	$9.19K	Buy	83 +4	+5%	+$448	﹤0.01%	838
2023 Q1	$9.05K	Buy	79 +45	+132%	+$5.06K	﹤0.01%	831
2022 Q4	$3.68K	Sell	34 -251	-88%	-$27.2K	﹤0.01%	907
2022 Q3	$31K	Buy	+285	New	+$33.7K	﹤0.01%	563

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 $7.79B AUM 20.38% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Salem Investment Counselors's TLH Position: Q3 2024 in Review

Salem Investment Counselors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2024, closing a stake of 57 shares — an estimated $5.85K sold.

Salem Investment Counselors first reported a position in TLH in Q3 2022 and held it in 8 quarters. The position peaked at $31K in Q3 2022. 479 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

Salem Investment Counselors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
Salem Investment Counselors sold 57 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $5.85K.
Salem Investment Counselors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 8 quarters.
Salem Investment Counselors's iShares 10-20 Year Treasury Bond ETF position peaked at $31K in Q3 2022.
479 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on Salem Investment Counselors's 13F filing for Q3 2024, filed 15 Oct 2024.