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

Capital A 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
Q2 		– Sell
-1
Closed -$104 – 802
2025
Q1 		$104 Buy
+1
New +$101 ﹤0.01% 695

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LPL Financial
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BlackRock
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Capital A Wealth Management's TLH Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 1 share — an estimated $104 sold.

Capital A Wealth Management first reported a position in TLH in Q1 2025 and held it in 1 quarter. The position peaked at $104 in Q1 2025. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 1 iShares 10-20 Year Treasury Bond ETF share in Q2 2025, an estimated $104.
  • Capital A Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Capital A Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $104 in Q1 2025.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.