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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,592
Closed -$269K 433
2025
Q1
$269K Buy
+2,592
New +$263K 0.03% 291
2024
Q2
Sell
-3,425
Closed -$360K 271
2024
Q1
$360K Hold
3,425
0.07% 127
2023
Q4
$371K Hold
3,425
0.08% 112
2023
Q3
$337K Hold
3,425
0.09% 104
2023
Q2
$379K Buy
+3,425
New +$384K 0.1% 90

Other funds holding TLH

Aprio Wealth Management's TLH Position: Q2 2025 in Review

Aprio Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 2,592 shares — an estimated $269K sold.

Aprio Wealth Management first reported a position in TLH in Q2 2023 and held it in 5 quarters. The position peaked at $379K in Q2 2023. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Aprio Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aprio Wealth Management sold 2,592 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $269K.
  • Aprio Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and held it in 5 quarters.
  • Aprio Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $379K in Q2 2023.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Aprio Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.