AlphaQ Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

AlphaQ Advisors’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 Q1	$872K	Buy	+8,403	New	+$852K	2.09%	18

Other funds holding TLH

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AlphaQ Advisors's TLH Position: Q1 2025 in Review

AlphaQ Advisors opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025: 8,403 shares worth $872K. The stake represents 2.09% of the portfolio and ranks #18 among its holdings.

522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

AlphaQ Advisors held 8,403 shares of iShares 10-20 Year Treasury Bond ETF worth $872K as of Q1 2025.
iShares 10-20 Year Treasury Bond ETF was a new AlphaQ Advisors position in Q1 2025.
iShares 10-20 Year Treasury Bond ETF made up 2.09% of AlphaQ Advisors's portfolio in Q1 2025, its #18 holding.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on AlphaQ Advisors's 13F filing for Q1 2025, filed 15 May 2025.