WWM
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Wolff Wiese Magana’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Wolff Wiese Magana’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 		– Sell
-564
Closed -$55.5K – 836
2023
Q3 		$55.5K Sell
564
-154
-21% -$16.2K 0.05% 171
2023
Q2 		$79.5K Buy
718
+7
+1% +$785 0.06% 154
2023
Q1 		$81.4K Buy
711
+199
+39% +$22.4K 0.07% 149
2022
Q4 		$55.4K Sell
512
-6,835
-93% -$741K 0.05% 170
2022
Q3 		$801K Buy
7,347
+6,384
+663% +$755K 0.64% 47
2022
Q2 		$116K Hold
963
– – 0.08% 158
2022
Q1 		$129K Buy
963
+8
+0.8% +$1.12K 0.09% 157
2021
Q4 		$142K Buy
955
+40
+4% +$5.92K 0.09% 164
2021
Q3 		$135K Buy
915
+71
+8% +$10.7K 0.1% 163
2021
Q2 		$124K Sell
844
-797
-49% -$114K 0.09% 167
2021
Q1 		$230K Sell
1,641
-218
-12% -$32.4K 0.18% 101
2020
Q4 		$296K Buy
+1,859
New +$301K 0.25% 86

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 $7.79B AUM 20.38% 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

Wolff Wiese Magana's TLH Position: Q4 2023 in Review

Wolff Wiese Magana sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2023, closing a stake of 564 shares — an estimated $55.5K sold.

Wolff Wiese Magana first reported a position in TLH in Q4 2020 and held it in 12 quarters. The position peaked at $801K in Q3 2022. 420 funds tracked by Wall St. Rank hold TLH as of Q4 2023.

  • Wolff Wiese Magana reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 564 iShares 10-20 Year Treasury Bond ETF shares in Q4 2023, an estimated $55.5K.
  • Wolff Wiese Magana first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 12 quarters.
  • Wolff Wiese Magana's iShares 10-20 Year Treasury Bond ETF position peaked at $801K in Q3 2022.
  • 420 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.