TWP
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Tempus Wealth Planning’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Tempus Wealth Planning’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
-2,368
Closed -$249K – 217
2024
Q1 		$249K Sell
2,368
-336
-12% -$35.2K 0.11% 171
2023
Q4 		$293K Buy
+2,704
New +$271K 0.13% 152
2023
Q3 		– Sell
-2,198
Closed -$243K – 189
2023
Q2 		$243K Buy
2,198
+114
+5% +$12.8K 0.11% 163
2023
Q1 		$239K Buy
+2,084
New +$234K 0.12% 152

Other funds holding TLH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $1.89T AUM 35.08% 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 $1.81T AUM 41.13% 1-Year Est. Return

Tempus Wealth Planning's TLH Position: Q2 2024 in Review

Tempus Wealth Planning sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2024, closing a stake of 2,368 shares — an estimated $249K sold.

Tempus Wealth Planning first reported a position in TLH in Q1 2023 and held it in 4 quarters. The position peaked at $293K in Q4 2023. 439 funds tracked by Wall St. Rank hold TLH as of Q2 2024.

  • Tempus Wealth Planning reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 2,368 iShares 10-20 Year Treasury Bond ETF shares in Q2 2024, an estimated $249K.
  • Tempus Wealth Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 4 quarters.
  • Tempus Wealth Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $293K in Q4 2023.
  • 439 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2024.

Based on Tempus Wealth Planning's 13F filing for Q2 2024, filed 25 Jul 2024.