Certus Wealth Management’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
Q3
$3.22M Buy
31,268
+6,379
+26% +$645K 1.93% 15
2025
Q2
$2.53M Buy
24,889
+5,926
+31% +$595K 1.63% 17
2025
Q1
$1.88M Buy
18,963
+16,935
+835% +$1.72M 1.28% 20
2024
Q4
$205K Buy
+2,028
New +$210K 0.14% 55
2023
Q3
Sell
-3,330
Closed -$369K 63
2023
Q2
$369K Buy
+3,330
New +$373K 0.37% 45

Other funds holding TLH

Certus Wealth Management's TLH Position: Q3 2025 in Review

Certus Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 26% in Q3 2025, buying an estimated $645K and bringing the position to 31,268 shares worth $3.22M. The position accounts for 1.93% of the portfolio, ranked #15.

Certus Wealth Management first reported a position in TLH in Q2 2023 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Certus Wealth Management held 31,268 shares of iShares 10-20 Year Treasury Bond ETF worth $3.22M as of Q3 2025.
  • Certus Wealth Management bought 6,379 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $645K.
  • iShares 10-20 Year Treasury Bond ETF made up 1.93% of Certus Wealth Management's portfolio in Q3 2025, its #15 holding.
  • Certus Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.