Atria Wealth Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Atria Wealth Solutions’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	$10.4M	Sell	102,224 -92,795	-48%	-$9.31M	0.23%	95
2025 Q1	$20.2M	Buy	195,019 +109,373	+128%	+$11.1M	0.24%	87
2024 Q4	$8.53M	Buy	85,646 +21,855	+34%	+$2.26M	0.09%	219
2024 Q3	$6.97M	Buy	63,791 +7,837	+14%	+$840K	0.08%	274
2024 Q2	$5.75M	Buy	55,954 +6,630	+13%	+$675K	0.06%	307
2024 Q1	$5.18M	Sell	49,324 -21	-0%	-$2.2K	0.06%	330
2023 Q4	$5.34M	Buy	49,345 +39,380	+395%	+$3.94M	0.07%	296
2023 Q3	$981K	Sell	9,965 -78,403	-89%	-$8.24M	0.01%	817
2023 Q2	$9.79M	Buy	88,368 +21,827	+33%	+$2.45M	0.13%	159
2023 Q1	$7.62M	Sell	66,541 -506	-0.8%	-$56.9K	0.11%	178
2022 Q4	$7.25M	Sell	67,047 -68,989	-51%	-$7.48M	0.12%	189
2022 Q3	$14.8M	Buy	136,036 +96,171	+241%	+$11.4M	0.26%	90
2022 Q2	$4.79M	Buy	39,865 +2,555	+7%	+$313K	0.09%	240
2022 Q1	$5.02M	Buy	+37,310	New	+$5.23M	0.08%	251

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atria Wealth Solutions's TLH Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 48% in Q2 2025, selling an estimated $9.31M and leaving 102,224 shares worth $10.4M. The position accounts for 0.23% of the portfolio, ranked #95.

Atria Wealth Solutions first reported a position in TLH in Q1 2022 and has held it in 14 quarters since. The position peaked at $20.2M in Q1 2025. 546 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

Atria Wealth Solutions held 102,224 shares of iShares 10-20 Year Treasury Bond ETF worth $10.4M as of Q2 2025.
Atria Wealth Solutions sold 92,795 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $9.31M.
iShares 10-20 Year Treasury Bond ETF made up 0.23% of Atria Wealth Solutions's portfolio in Q2 2025, its #95 holding.
Atria Wealth Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $20.2M in Q1 2025.
546 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.