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

Astoria Portfolio 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 Q2	–	Sell	-2,953	Closed	-$296K	–	275
2025 Q1	$296K	Buy	+2,953	New	+$299K	0.1%	170
2024 Q4	–	Sell	-10,418	Closed	-$1.1M	–	234
2024 Q3	$1.1M	Buy	10,418 +521	+5%	+$55.8K	0.37%	53
2024 Q2	$1.02M	Sell	9,897 -793	-7%	-$80.7K	0.36%	49
2024 Q1	$1.06M	Sell	10,690 -1,250	-10%	-$131K	0.41%	43
2023 Q4	$1.26M	Sell	11,940 -1,786	-13%	-$179K	0.51%	31
2023 Q3	$1.3M	Buy	+13,726	New	+$1.44M	0.63%	26

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Astoria Portfolio Advisors's TLH Position: Q2 2025 in Review

Astoria Portfolio Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 2,953 shares — an estimated $296K sold.

Astoria Portfolio Advisors first reported a position in TLH in Q3 2023 and held it in 6 quarters. The position peaked at $1.3M in Q3 2023. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

Astoria Portfolio Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Astoria Portfolio Advisors sold 2,953 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $296K.
Astoria Portfolio Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and held it in 6 quarters.
Astoria Portfolio Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.3M in Q3 2023.
542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.