BWL
TLH icon

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

Bogart Wealth LLC’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
-10
Closed -$995 – 1512
2024
Q4 		$995 Hold
10
– – ﹤0.01% 1200
2024
Q3 		$1.09K Hold
10
– – ﹤0.01% 1019
2024
Q2 		$1.03K Buy
+10
New +$1.02K ﹤0.01% 1002

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bogart Wealth LLC's TLH Position: Q1 2025 in Review

Bogart Wealth LLC sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 10 shares — an estimated $995 sold.

Bogart Wealth LLC first reported a position in TLH in Q2 2024 and held it in 3 quarters. The position peaked at $1.09K in Q3 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

  • Bogart Wealth LLC reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 10 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $995.
  • Bogart Wealth LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
  • Bogart Wealth LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $1.09K in Q3 2024.
  • 522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.