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

CFS Investment Advisory Services’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	-11,662	Closed	-$1.16M	–	319
2024 Q4	$1.16M	Sell	11,662 -6,994	-37%	-$724K	0.1%	145
2024 Q3	$2.04M	Sell	18,656 -184	-1%	-$19.7K	0.17%	102
2024 Q2	$1.93M	Buy	+18,840	New	+$1.92M	0.16%	92
2023 Q3	–	Sell	-51,950	Closed	-$5.75M	–	245
2023 Q2	$5.75M	Buy	+51,950	New	+$5.82M	0.74%	28
2022 Q3	–	Sell	-35,552	Closed	-$4.27M	–	355
2022 Q2	$4.27M	Sell	35,552 -3,559,881	-99%	-$437M	0.65%	27
2022 Q1	$27K	Buy	3,595,433 +3,568,599	+13,299%	+$500M	0.12%	92
2021 Q4	$3.85M	Buy	26,834 +9,374	+54%	+$1.39M	0.52%	38
2021 Q3	$2.57M	Buy	+17,460	New	+$2.63M	0.35%	60

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CFS Investment Advisory Services's TLH Position: Q1 2025 in Review

CFS Investment Advisory Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 11,662 shares — an estimated $1.16M sold.

CFS Investment Advisory Services first reported a position in TLH in Q3 2021 and held it in 8 quarters. The position peaked at $5.75M in Q2 2023. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

CFS Investment Advisory Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 11,662 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $1.16M.
CFS Investment Advisory Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 8 quarters.
CFS Investment Advisory Services's iShares 10-20 Year Treasury Bond ETF position peaked at $5.75M in Q2 2023.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on CFS Investment Advisory Services's 13F filing for Q1 2025, filed 12 May 2025.