EWG Elevate’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

EWG Elevate’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	-3,663	Closed	-$365K	–	160
2024 Q4	$365K	Buy	+3,663	New	+$379K	0.11%	110
2023 Q1	–	Sell	-20	Closed	-$2.16K	–	712
2022 Q4	$2.16K	Sell	20 -165,203	-100%	-$17.9M	﹤0.01%	563
2022 Q3	$18M	Buy	+165,223	New	+$19.6M	10.15%	2

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 $18.1B AUM 15% 1-Year Est. Return

EWG Elevate's TLH Position: Q1 2025 in Review

EWG Elevate sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 3,663 shares — an estimated $365K sold.

EWG Elevate first reported a position in TLH in Q3 2022 and held it in 3 quarters. The position peaked at $18M in Q3 2022. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

EWG Elevate reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
EWG Elevate sold 3,663 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $365K.
EWG Elevate first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 3 quarters.
EWG Elevate's iShares 10-20 Year Treasury Bond ETF position peaked at $18M in Q3 2022.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on EWG Elevate's 13F filing for Q1 2025, filed 10 Apr 2025.