Element Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Element Wealth’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 Q1	–	Sell	-164	Closed	-$16.4K	–	275
2024 Q4	$16.4K	Hold	164	–	–	0.01%	237
2024 Q3	$17.9K	Sell	164 -14	-8%	-$1.5K	0.01%	229
2024 Q2	$18.3K	Hold	178	–	–	0.01%	222
2024 Q1	$18.7K	Hold	178	–	–	0.01%	213
2023 Q4	$19.3K	Sell	178 -101	-36%	-$10.1K	0.01%	202
2023 Q3	$27.5K	Hold	279	–	–	0.02%	184
2023 Q2	$30.9K	Buy	279 +8	+3%	+$897	0.02%	182
2023 Q1	$31.1K	Sell	271 -86	-24%	-$9.67K	0.02%	162
2022 Q4	$38.6K	Buy	357 +1	+0.3%	+$108	0.03%	154
2022 Q3	$39K	Hold	356	–	–	0.04%	150
2022 Q2	$43K	Buy	356 +44	+14%	+$5.4K	0.04%	144
2022 Q1	$42K	Buy	+312	New	+$43.7K	0.03%	162

Other funds holding TLH

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

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

Element Wealth's TLH Position: Q1 2025 in Review

Element Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 164 shares — an estimated $16.4K sold.

Element Wealth first reported a position in TLH in Q1 2022 and held it in 12 quarters. The position peaked at $43K in Q2 2022. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Element Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 164 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $16.4K.
Element Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 12 quarters.
Element Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $43K in Q2 2022.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.