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Tennessee Valley Asset Management Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Tennessee Valley Asset Management Partners’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
Q1 		– Sell
-110
Closed -$11.9K – 695
2023
Q4 		$11.9K Buy
+110
New +$11K ﹤0.01% 428

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Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tennessee Valley Asset Management Partners's TLH Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2024, closing a stake of 110 shares — an estimated $11.9K sold.

Tennessee Valley Asset Management Partners first reported a position in TLH in Q4 2023 and held it in 1 quarter. The position peaked at $11.9K in Q4 2023. 408 funds tracked by Wall St. Rank hold TLH as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 110 iShares 10-20 Year Treasury Bond ETF shares in Q1 2024, an estimated $11.9K.
  • Tennessee Valley Asset Management Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $11.9K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.