Avantax Advisory Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.8M Buy
145,531
+41,684
+40% +$4.18M 0.08% 192
2025
Q1
$10.8M Buy
103,847
+86,682
+505% +$8.79M 0.07% 228
2024
Q4
$1.71M Buy
17,165
+863
+5% +$89.3K 0.01% 787
2024
Q3
$1.78M Buy
16,302
+660
+4% +$70.7K 0.01% 760
2024
Q2
$1.61M Sell
15,642
-4,302
-22% -$438K 0.01% 748
2024
Q1
$2.09M Buy
19,944
+3,833
+24% +$401K 0.02% 531
2023
Q4
$1.74M Buy
16,111
+13,508
+519% +$1.35M 0.02% 544
2023
Q3
$256K Sell
2,603
-20,696
-89% -$2.17M ﹤0.01% 1289
2023
Q2
$2.58M Buy
23,299
+2,731
+13% +$306K 0.03% 383
2023
Q1
$2.36M Buy
20,568
+555
+3% +$62.4K 0.03% 394
2022
Q4
$2.16M Buy
20,013
+8,328
+71% +$903K 0.03% 399
2022
Q3
$1.27M Buy
11,685
+1,738
+17% +$206K 0.02% 491
2022
Q2
$1.2M Buy
9,947
+3,642
+58% +$447K 0.02% 497
2022
Q1
$863K Buy
+6,305
New +$883K 0.01% 589

Other funds holding TLH

Avantax Advisory Services's TLH Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 40% in Q2 2025, buying an estimated $4.18M and bringing the position to 145,531 shares worth $14.8M. The position accounts for 0.08% of the portfolio, ranked #192.

Avantax Advisory Services first reported a position in TLH in Q1 2022 and has held it in 14 quarters since. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Avantax Advisory Services held 145,531 shares of iShares 10-20 Year Treasury Bond ETF worth $14.8M as of Q2 2025.
  • Avantax Advisory Services bought 41,684 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $4.18M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #192 holding.
  • Avantax Advisory Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.