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

AllSquare 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
2025 Q3	$309	Hold	3	–	–	﹤0.01%	509
2025 Q2	$305	Hold	3	–	–	﹤0.01%	510
2025 Q1	$311	Hold	3	–	–	﹤0.01%	511
2024 Q4	$299	Hold	3	–	–	﹤0.01%	510
2024 Q3	$328	Hold	3	–	–	﹤0.01%	514
2024 Q2	$308	Hold	3	–	–	﹤0.01%	509
2024 Q1	$315	Hold	3	–	–	﹤0.01%	505
2023 Q4	$325	Hold	3	–	–	﹤0.01%	505
2023 Q3	$295	Hold	3	–	–	﹤0.01%	513
2023 Q2	$331	Hold	3	–	–	﹤0.01%	529
2023 Q1	$344	Buy	+3	New	+$337	﹤0.01%	521

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AllSquare Wealth Management's TLH Position: Q3 2025 in Review

AllSquare Wealth Management held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q3 2025 at 3 shares worth $309. The position accounts for ﹤0.01% of the portfolio, ranked #509.

AllSquare Wealth Management first reported a position in TLH in Q1 2023 and has held it in 11 quarters since. The position peaked at $344 in Q1 2023. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

AllSquare Wealth Management held 3 shares of iShares 10-20 Year Treasury Bond ETF worth $309 as of Q3 2025.
AllSquare Wealth Management left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q3 2025.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #509 holding.
AllSquare Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
AllSquare Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $344 in Q1 2023.
569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.