SOAMC
TLH icon

Spirit of America Management Corp’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Spirit of America Management Corp’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
-357
Closed -$36K – 317
2024
Q1 		$36K Buy
+357
New +$37.4K 0.01% 278

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $83.7B AUM 27.22% 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 $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spirit of America Management Corp's TLH Position: Q2 2024 in Review

Spirit of America Management Corp sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 357 shares — an estimated $36K sold.

Spirit of America Management Corp first reported a position in TLH in Q1 2024 and held it in 1 quarter. The position peaked at $36K in Q1 2024. 439 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

  • Spirit of America Management Corp reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Spirit of America Management Corp sold 357 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $36K.
  • Spirit of America Management Corp first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 1 quarter.
  • Spirit of America Management Corp's iShares 10-20 Year Treasury Bond ETF position peaked at $36K in Q1 2024.
  • 439 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on Spirit of America Management Corp's 13F filing for Q2 2024, filed 25 Jul 2024.