Austin Private Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Austin Private Wealth’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 Q4	$217K	Buy	+2,135	New	+$220K	0.02%	268
2023 Q3	–	Sell	-35,131	Closed	-$3.89M	–	220
2023 Q2	$3.89M	Buy	35,131 +2,672	+8%	+$300K	0.56%	28
2023 Q1	$3.72M	Sell	32,459 -8,392	-21%	-$944K	0.59%	26
2022 Q4	$4.42M	Buy	40,851 +13,419	+49%	+$1.45M	0.77%	25
2022 Q3	$2.99M	Buy	27,432 +4,147	+18%	+$491K	0.63%	27
2022 Q2	$2.8M	Buy	23,285 +8,575	+58%	+$1.05M	0.62%	27
2022 Q1	$1.98M	Buy	14,710 +3,292	+29%	+$461K	0.4%	34
2021 Q4	$1.69M	Buy	11,418 +1,507	+15%	+$223K	0.34%	38
2021 Q3	$1.46M	Buy	+9,911	New	+$1.49M	0.31%	38

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Austin Private Wealth's TLH Position: Q4 2025 in Review

Austin Private Wealth opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025: 2,135 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Austin Private Wealth previously reported a position in TLH as recently as Q2 2023.

Austin Private Wealth first reported a position in TLH in Q3 2021 and has held it in 9 quarters since. The position peaked at $4.42M in Q4 2022. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Austin Private Wealth held 2,135 shares of iShares 10-20 Year Treasury Bond ETF worth $217K as of Q4 2025.
iShares 10-20 Year Treasury Bond ETF was a new Austin Private Wealth position in Q4 2025.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Austin Private Wealth's portfolio in Q4 2025, its #268 holding.
Austin Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 9 quarters since.
Austin Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $4.42M in Q4 2022.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.