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

Avaii Wealth Management’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 Q1	–	Sell	-47,414	Closed	-$4.72M	–	137
2024 Q4	$4.72M	Sell	47,414 -2,704	-5%	-$280K	2.32%	15
2024 Q3	$5.48M	Buy	50,118 +723	+1%	+$77.5K	2.77%	11
2024 Q2	$5.07M	Buy	49,395 +2,911	+6%	+$296K	2.81%	11
2024 Q1	$4.88M	Buy	46,484 +4,180	+10%	+$438K	2.87%	8
2023 Q4	$4.58M	Buy	42,304 +13,690	+48%	+$1.37M	2.99%	8
2023 Q3	$2.82M	Buy	28,614 +2,606	+10%	+$274K	2.13%	10
2023 Q2	$2.88M	Buy	26,008 +2,001	+8%	+$224K	2.21%	9
2023 Q1	$2.75M	Buy	+24,007	New	+$2.7M	2.4%	9

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Avaii Wealth Management's TLH Position: Q1 2025 in Review

Avaii Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 47,414 shares — an estimated $4.72M sold.

Avaii Wealth Management first reported a position in TLH in Q1 2023 and held it in 8 quarters. The position peaked at $5.48M in Q3 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Avaii Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Avaii Wealth Management sold 47,414 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $4.72M.
Avaii Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 8 quarters.
Avaii Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $5.48M in Q3 2024.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Avaii Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.