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

Avion 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	–	Sell	-6	Closed	–	–	1585
2025 Q3	$0	Buy	+6	New	+$607	﹤0.01%	1547

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Avion Wealth's TLH Position: Q4 2025 in Review

Avion Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 6 shares.

Avion Wealth first reported a position in TLH in Q3 2025 and held it in 1 quarter. The position peaked at $0 in Q3 2025. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Avion Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 6 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025.
Avion Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and held it in 1 quarter.
Avion Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $0 in Q3 2025.
649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.