CPRC
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Consolidated Portfolio Review Corp’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Consolidated Portfolio Review Corp’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
-2,203
Closed -$227K – 368
2025
Q3 		$227K Buy
2,203
+54
+3% +$5.46K 0.03% 421
2025
Q2 		$218K Buy
+2,149
New +$216K 0.03% 416

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Consolidated Portfolio Review Corp's TLH Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 2,203 shares — an estimated $227K sold.

Consolidated Portfolio Review Corp first reported a position in TLH in Q2 2025 and held it in 2 quarters. The position peaked at $227K in Q3 2025. 646 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 2,203 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $227K.
  • Consolidated Portfolio Review Corp first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's iShares 10-20 Year Treasury Bond ETF position peaked at $227K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.