Sutton Place Investors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sutton Place Investors’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	–	Sell	-1,851	Closed	-$202K	–	133
2024 Q3	$202K	Buy	+1,851	New	+$198K	0.12%	121
2023 Q3	–	Sell	-2,384	Closed	-$264K	–	83
2023 Q2	$264K	Sell	2,384 -60	-2%	-$6.73K	0.37%	55
2023 Q1	$280K	Sell	2,444 -561	-19%	-$63.1K	0.38%	50
2022 Q4	$325K	Buy	3,005 +984	+49%	+$107K	0.46%	43
2022 Q3	$220K	Buy	+2,021	New	+$239K	0.33%	58
2022 Q1	–	Sell	-2,267	Closed	-$336K	–	82
2021 Q4	$336K	Buy	+2,267	New	+$336K	0.39%	59

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 $7.07B AUM 18.05% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Sutton Place Investors's TLH Position: Q4 2024 in Review

Sutton Place Investors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2024, closing a stake of 1,851 shares — an estimated $202K sold.

Sutton Place Investors first reported a position in TLH in Q4 2021 and held it in 6 quarters. The position peaked at $336K in Q4 2021. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

Sutton Place Investors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
Sutton Place Investors sold 1,851 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $202K.
Sutton Place Investors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
Sutton Place Investors's iShares 10-20 Year Treasury Bond ETF position peaked at $336K in Q4 2021.
482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on Sutton Place Investors's 13F filing for Q4 2024, filed 24 Jan 2025.