CIBC Private Wealth Group
TLH icon

CIBC Private Wealth Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

CIBC Private Wealth Group’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
Q4 		$60.5K Sell
595
-330
-36% -$34K ﹤0.01% 1707
2025
Q3 		$95.3K Buy
925
+458
+98% +$46.3K ﹤0.01% 1516
2025
Q2 		$47.4K Sell
467
-490
-51% -$49.2K ﹤0.01% 1686
2025
Q1 		$96.8K Buy
957
+859
+877% +$87.1K ﹤0.01% 1373
2024
Q4 		$9.64K Sell
98
-120
-55% -$12.4K ﹤0.01% 2282
2024
Q3 		$23.8K Buy
218
+166
+319% +$17.8K ﹤0.01% 2086
2024
Q2 		$5.38K Buy
+52
New +$5.29K ﹤0.01% 2495

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

CIBC Private Wealth Group's TLH Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 36% in Q4 2025, selling an estimated $34K and leaving 595 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

CIBC Private Wealth Group first reported a position in TLH in Q2 2024 and has held it in 7 quarters since. The position peaked at $96.8K in Q1 2025. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • CIBC Private Wealth Group held 595 shares of iShares 10-20 Year Treasury Bond ETF worth $60.5K as of Q4 2025.
  • CIBC Private Wealth Group sold 330 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $34K.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1707 holding.
  • CIBC Private Wealth Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • CIBC Private Wealth Group's iShares 10-20 Year Treasury Bond ETF position peaked at $96.8K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.