WP
TLH icon

WealthPLAN Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-3,533
Closed -$391K – 1083
2023
Q2 		$391K Sell
3,533
-1,652
-32% -$185K 0.06% 221
2023
Q1 		$594K Sell
5,185
-1,178
-19% -$132K 0.07% 178
2022
Q4 		$712K Buy
+6,363
New +$690K 0.05% 209
2022
Q1 		$283K Buy
2,283
+357
+19% +$50K 0.02% 326
2021
Q4 		$277K Buy
1,926
+298
+18% +$44.1K 0.02% 328
2021
Q3 		$245K Buy
+1,628
New +$245K 0.02% 340

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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return