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Sittner & Nelson’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sittner & Nelson’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
-16
Closed -$1.68K – 489
2024
Q1 		$1.68K Buy
+16
New +$1.68K ﹤0.01% 450

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sittner & Nelson's TLH Position: Q2 2024 in Review

Sittner & Nelson sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 16 shares — an estimated $1.68K sold.

Sittner & Nelson first reported a position in TLH in Q1 2024 and held it in 1 quarter. The position peaked at $1.68K in Q1 2024. 438 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

  • Sittner & Nelson reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Sittner & Nelson sold 16 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $1.68K.
  • Sittner & Nelson first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Sittner & Nelson's iShares 10-20 Year Treasury Bond ETF position peaked at $1.68K in Q1 2024.
  • 438 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on Sittner & Nelson's 13F filing for Q2 2024, filed 13 Aug 2024.