Congress 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
Q2
$645K Buy
6,352
+3,352
+112% +$336K 0.01% 839
2025
Q1
$311K Sell
3,000
-44
-1% -$4.46K ﹤0.01% 930
2024
Q4
$303K Buy
3,044
+344
+13% +$35.6K ﹤0.01% 763
2024
Q3
$295K Sell
2,700
-199
-7% -$21.3K ﹤0.01% 734
2024
Q2
$298K Buy
+2,899
New +$295K ﹤0.01% 619
2023
Q4
Sell
-1,083,154
Closed -$107M 667
2023
Q3
$107M Buy
1,083,154
+12,162
+1% +$1.28M 2.2% 4
2023
Q2
$119M Buy
1,070,992
+6,394
+0.6% +$717K 2.75% 3
2023
Q1
$122M Buy
1,064,598
+159,770
+18% +$18M 2.94% 3
2022
Q4
$97.9M Buy
+904,828
New +$98.1M 2.52% 3

Other funds holding TLH

Congress Wealth Management's TLH Position: Q2 2025 in Review

Congress Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 112% in Q2 2025, buying an estimated $336K and bringing the position to 6,352 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #839.

Congress Wealth Management first reported a position in TLH in Q4 2022 and has held it in 9 quarters since. The position peaked at $122M in Q1 2023. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Congress Wealth Management held 6,352 shares of iShares 10-20 Year Treasury Bond ETF worth $645K as of Q2 2025.
  • Congress Wealth Management bought 3,352 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $336K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #839 holding.
  • Congress Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
  • Congress Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $122M in Q1 2023.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.