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CFD
Creative Financial Designs’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Creative Financial Designs’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
$106K
Sell
1,055
-623
-37%
-$63.6K
0.01%
671
2025
Q4
$171K
Sell
1,678
-39
-2%
-$4.02K
0.01%
504
2025
Q3
$177K
Sell
1,717
-958
-36%
-$96.9K
0.01%
502
2025
Q2
$272K
Sell
2,675
-67
-2%
-$6.72K
0.02%
421
2025
Q1
$284K
Buy
2,742
+2,636
+2,487%
+$267K
0.02%
373
2024
Q4
$10.6K
Sell
106
-18
-15%
-$1.86K
﹤0.01%
1233
2024
Q3
$13.6K
Buy
124
+3
+2%
+$322
﹤0.01%
1119
2024
Q2
$12.4K
Sell
121
-129
-52%
-$13.1K
﹤0.01%
1095
2024
Q1
$26.3K
Sell
250
-25
-9%
-$2.62K
﹤0.01%
898
2023
Q4
$29.7K
Sell
275
-1,669
-86%
-$167K
﹤0.01%
817
2023
Q3
$191K
Sell
1,944
-2,193
-53%
-$230K
0.02%
343
2023
Q2
$458K
Sell
4,137
-2,880
-41%
-$323K
0.05%
224
2023
Q1
$804K
Buy
7,017
+3,492
+99%
+$393K
0.11%
161
2022
Q4
$381K
Buy
3,525
+27
+0.8%
+$2.93K
0.06%
236
2022
Q3
$381K
Buy
3,498
+885
+34%
+$105K
0.06%
213
2022
Q2
$314K
Buy
2,613
+746
+40%
+$91.5K
0.05%
238
2022
Q1
$251K
Sell
1,867
-733
-28%
-$103K
0.04%
261
2021
Q4
$386K
Buy
2,600
+654
+34%
+$96.8K
0.06%
220
2021
Q3
$286K
Buy
+1,946
New
+$293K
0.05%
253
Other funds holding TLH
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
FFM
Forum Financial Management
Lombard, Illinois
$7.07B AUM
18.05%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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