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WR Wealth Planners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WR Wealth Planners’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
Q4 		$41.5K Sell
417
-2,628
-86% -$272K 0.01% 337
2024
Q3 		$333K Buy
3,045
+204
+7% +$21.9K 0.09% 136
2024
Q2 		$292K Sell
2,841
-38
-1% -$3.87K 0.09% 134
2024
Q1 		$302K Buy
2,879
+169
+6% +$17.7K 0.09% 136
2023
Q4 		$293K Buy
2,710
+2,610
+2,610% +$261K 0.11% 145
2023
Q3 		$9.85K Sell
100
-2,649
-96% -$278K ﹤0.01% 566
2023
Q2 		$305K Sell
2,749
-63
-2% -$7.06K 0.12% 131
2023
Q1 		$322K Buy
2,812
+1,169
+71% +$131K 0.14% 119
2022
Q4 		$178K Buy
1,643
+877
+114% +$95.1K 0.11% 114
2022
Q3 		$83.5K Buy
766
+102
+15% +$12.1K 0.06% 136
2022
Q2 		$79.8K Buy
664
+222
+50% +$27.2K 0.05% 142
2022
Q1 		$59.5K Buy
+442
New +$61.9K 0.04% 160

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's TLH Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 86% in Q4 2024, selling an estimated $272K and leaving 417 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #337.

WR Wealth Planners first reported a position in TLH in Q1 2022 and has held it in 12 quarters since. The position peaked at $333K in Q3 2024. 482 funds tracked by Wall St. Rank hold TLH as of Q4 2024.

  • WR Wealth Planners held 417 shares of iShares 10-20 Year Treasury Bond ETF worth $41.5K as of Q4 2024.
  • WR Wealth Planners sold 2,628 iShares 10-20 Year Treasury Bond ETF shares in Q4 2024, an estimated $272K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #337 holding.
  • WR Wealth Planners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's iShares 10-20 Year Treasury Bond ETF position peaked at $333K in Q3 2024.
  • 482 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.