Clear Creek Financial Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Clear Creek Financial 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 Q4	–	Sell	-9,940	Closed	-$1.02M	–	613
2025 Q3	$1.02M	Sell	9,940 -11,080	-53%	-$1.12M	0.09%	232
2025 Q2	$2.14M	Sell	21,020 -301	-1%	-$30.2K	0.2%	115
2025 Q1	$2.21M	Sell	21,321 -1,301	-6%	-$132K	0.23%	92
2024 Q4	$2.25M	Sell	22,622 -722	-3%	-$74.7K	0.24%	91
2024 Q3	$2.55M	Buy	23,344 +438	+2%	+$46.9K	0.29%	80
2024 Q2	$2.35M	Sell	22,906 -448	-2%	-$45.6K	0.29%	77
2024 Q1	$2.45M	Buy	23,354 +150	+0.6%	+$15.7K	0.31%	70
2023 Q4	$2.51M	Buy	23,204 +134	+0.6%	+$13.4K	0.4%	52
2023 Q3	$2.27M	Sell	23,070 -175	-0.8%	-$18.4K	0.4%	56
2023 Q2	$2.57M	Buy	23,245 +1,145	+5%	+$128K	0.45%	54
2023 Q1	$2.53M	Buy	22,100 +2,259	+11%	+$254K	0.48%	53
2022 Q4	$2.15M	Sell	19,841 -58,837	-75%	-$6.38M	0.47%	51
2022 Q3	$8.57M	Buy	78,678 +61,048	+346%	+$7.22M	1.89%	10
2022 Q2	$2.12M	Buy	17,630 +2,687	+18%	+$330K	0.44%	50
2022 Q1	$2.01M	Buy	14,943 +2,675	+22%	+$375K	0.32%	81
2021 Q4	$1.82M	Buy	12,268 +2,254	+23%	+$334K	0.27%	83
2021 Q3	$1.47M	Buy	+10,014	New	+$1.51M	0.24%	106

Other funds holding TLH

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Clear Creek Financial Management's TLH Position: Q4 2025 in Review

Clear Creek Financial Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 9,940 shares — an estimated $1.02M sold.

Clear Creek Financial Management first reported a position in TLH in Q3 2021 and held it in 17 quarters. The position peaked at $8.57M in Q3 2022. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Clear Creek Financial Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Clear Creek Financial Management sold 9,940 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.02M.
Clear Creek Financial Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 17 quarters.
Clear Creek Financial Management's iShares 10-20 Year Treasury Bond ETF position peaked at $8.57M in Q3 2022.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Clear Creek Financial Management's 13F filing for Q4 2025, filed 23 Jan 2026.