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

Sugarloaf Wealth Management’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 		$30.7K Hold
308
– – 0.01% 352
2024
Q3 		$33.7K Sell
308
-165
-35% -$17.7K 0.01% 346
2024
Q2 		$48.6K Buy
+473
New +$48.2K 0.01% 296

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

Sugarloaf Wealth Management's TLH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q4 2024 at 308 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #352.

Sugarloaf Wealth Management first reported a position in TLH in Q2 2024 and has held it in 3 quarters since. The position peaked at $48.6K in Q2 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • Sugarloaf Wealth Management held 308 shares of iShares 10-20 Year Treasury Bond ETF worth $30.7K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q4 2024.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #352 holding.
  • Sugarloaf Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Sugarloaf Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $48.6K in Q2 2024.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.