1NWS
TLH icon

1 North Wealth Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

1 North Wealth Services’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
2025
Q2 		– Sell
-320
Closed -$33.2K – 282
2025
Q1 		$33.2K Sell
320
-79,442
-100% -$8.05M 0.02% 96
2024
Q4 		$7.94M Buy
+79,762
New +$8.25M 3.36% 11

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

1 North Wealth Services's TLH Position: Q2 2025 in Review

1 North Wealth Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 320 shares — an estimated $33.2K sold.

1 North Wealth Services first reported a position in TLH in Q4 2024 and held it in 2 quarters. The position peaked at $7.94M in Q4 2024. 546 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • 1 North Wealth Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • 1 North Wealth Services sold 320 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $33.2K.
  • 1 North Wealth Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • 1 North Wealth Services's iShares 10-20 Year Treasury Bond ETF position peaked at $7.94M in Q4 2024.
  • 546 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on 1 North Wealth Services's 13F filing for Q2 2025, filed 23 Jul 2025.