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American Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

American Trust’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 		– Sell
-2,340
Closed -$238K – 355
2025
Q2 		$238K Buy
+2,340
New +$235K 0.02% 251
2025
Q1 		– Sell
-3,299
Closed -$328K – 277
2024
Q4 		$328K Buy
+3,299
New +$341K 0.03% 217

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

American Trust's TLH Position: Q3 2025 in Review

American Trust sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 2,340 shares — an estimated $238K sold.

American Trust first reported a position in TLH in Q4 2024 and held it in 2 quarters. The position peaked at $328K in Q4 2024. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • American Trust reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • American Trust sold 2,340 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $238K.
  • American Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • American Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $328K in Q4 2024.
  • 572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on American Trust's 13F filing for Q3 2025, filed 17 Nov 2025.