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

Traverso Chambers Private 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
2023
Q4 		$22.9M Buy
+211,855
New +$21.2M 5.57% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Traverso Chambers Private Wealth Management's TLH Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023: 211,855 shares worth $22.9M. The stake represents 5.57% of the portfolio and ranks #4 among its holdings.

420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

  • Traverso Chambers Private Wealth Management held 211,855 shares of iShares 10-20 Year Treasury Bond ETF worth $22.9M as of Q4 2023.
  • iShares 10-20 Year Treasury Bond ETF was a new Traverso Chambers Private Wealth Management position in Q4 2023.
  • iShares 10-20 Year Treasury Bond ETF made up 5.57% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #4 holding.
  • 420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.