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ACA
Aptus Capital Advisors’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Aptus Capital 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
2026
Q1
$265K
Buy
2,633
+703
+36%
+$71.8K
﹤0.01%
915
2025
Q4
$196K
Buy
1,930
+242
+14%
+$25K
﹤0.01%
1040
2025
Q3
$174K
Buy
1,688
+459
+37%
+$46.4K
﹤0.01%
1007
2025
Q2
$125K
Sell
1,229
-483
-28%
-$48.5K
﹤0.01%
1033
2025
Q1
$178K
Sell
1,712
-588
-26%
-$59.6K
﹤0.01%
915
2024
Q4
$229K
Buy
2,300
+2,254
+4,900%
+$233K
﹤0.01%
857
2024
Q3
$5.03K
Buy
46
+43
+1,433%
+$4.61K
﹤0.01%
1144
2024
Q2
$205
Sell
3
-235
-99%
-$23.9K
﹤0.01%
1151
2024
Q1
$25K
Buy
238
+236
+11,800%
+$24.7K
﹤0.01%
947
2023
Q4
$217
Hold
2
–
–
﹤0.01%
911
2023
Q3
$197
Sell
2
-29
-94%
-$3.05K
﹤0.01%
896
2023
Q2
$3.43K
Hold
31
–
–
﹤0.01%
744
2023
Q1
$3.51K
Sell
31
-53
-63%
-$5.96K
﹤0.01%
743
2022
Q4
$9.09K
Buy
84
+34
+68%
+$3.69K
﹤0.01%
702
2022
Q3
$5K
Buy
+50
New
+$5.92K
﹤0.01%
705
2021
Q3
–
Sell
-1
Closed
–
–
607
2021
Q2
$0
Buy
+1
New
+$143
﹤0.01%
606
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1-Year Est. Return
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$1.37T AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Portfolio Solutions
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$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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