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SYSTM Wealth Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SYSTM Wealth Solutions’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 		$7.45K Sell
68
-80
-54% -$8.57K 0.23% 36
2024
Q2 		$15.2K Buy
148
+2
+1% +$204 ﹤0.01% 413
2024
Q1 		$15.4K Sell
146
-1,654
-92% -$173K ﹤0.01% 731
2023
Q4 		$195K Buy
+1,800
New +$180K 0.03% 381

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

SYSTM Wealth Solutions's TLH Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 54% in Q3 2024, selling an estimated $8.57K and leaving 68 shares worth $7.45K. The position accounts for 0.23% of the portfolio, ranked #36.

SYSTM Wealth Solutions first reported a position in TLH in Q4 2023 and has held it in 4 quarters since. The position peaked at $195K in Q4 2023. 478 funds tracked by Wall St. Rank hold TLH as of Q3 2024.

  • SYSTM Wealth Solutions held 68 shares of iShares 10-20 Year Treasury Bond ETF worth $7.45K as of Q3 2024.
  • SYSTM Wealth Solutions sold 80 iShares 10-20 Year Treasury Bond ETF shares in Q3 2024, an estimated $8.57K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.23% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #36 holding.
  • SYSTM Wealth Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • SYSTM Wealth Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $195K in Q4 2023.
  • 478 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.