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

Choreo 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
2026 Q1	–	Sell	-3,072	Closed	-$314K	–	1703
2025 Q4	$314K	Sell	3,072 -2,566	-46%	-$265K	﹤0.01%	1192
2025 Q3	$581K	Sell	5,638 -1,840	-25%	-$186K	0.01%	860
2025 Q2	$760K	Sell	7,478 -6,474	-46%	-$650K	0.01%	694
2025 Q1	$1.45M	Sell	13,952 -5,205	-27%	-$528K	0.02%	437
2024 Q4	$1.91M	Sell	19,157 -859	-4%	-$88.9K	0.03%	365
2024 Q3	$2.2M	Sell	20,016 -999	-5%	-$107K	0.03%	337
2024 Q2	$2.12M	Buy	21,015 +113	+0.5%	+$11.5K	0.04%	305
2024 Q1	$2.2M	Sell	20,902 -439	-2%	-$46K	0.06%	168
2023 Q4	$2.31M	Buy	+21,341	New	+$2.14M	0.06%	159
2023 Q3	–	Sell	-18,527	Closed	-$2.05M	–	481
2023 Q2	$2.05M	Buy	18,527 +586	+3%	+$65.7K	0.07%	147
2023 Q1	$2.05M	Buy	+17,941	New	+$2.02M	0.07%	149

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Choreo LLC's TLH Position: Q1 2026 in Review

Choreo LLC sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 3,072 shares — an estimated $314K sold.

Choreo LLC first reported a position in TLH in Q1 2023 and held it in 11 quarters. The position peaked at $2.31M in Q4 2023. 633 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Choreo LLC reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Choreo LLC sold 3,072 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $314K.
Choreo LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 11 quarters.
Choreo LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $2.31M in Q4 2023.
633 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.