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

Apex 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
2026
Q1 		– Sell
-5,079
Closed -$518K – 62
2025
Q4 		$518K Buy
5,079
+8
+0.2% +$825 0.53% 33
2025
Q3 		$522K Buy
+5,071
New +$513K 0.37% 41

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Apex Wealth Management's TLH Position: Q1 2026 in Review

Apex Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 5,079 shares — an estimated $518K sold.

Apex Wealth Management first reported a position in TLH in Q3 2025 and held it in 2 quarters. The position peaked at $522K in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Apex Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Apex Wealth Management sold 5,079 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $518K.
  • Apex Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and held it in 2 quarters.
  • Apex Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $522K in Q3 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.