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Financial Advocates Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Financial Advocates Investment Management’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
Q3 		– Sell
-17,623
Closed -$1.75M – 545
2025
Q2 		$1.75M Sell
17,623
-5,258
-23% -$528K 0.14% 143
2025
Q1 		$2.37M Buy
22,881
+11,599
+103% +$1.18M 0.17% 146
2024
Q4 		$1.07M Sell
11,282
-218
-2% -$22.6K 0.06% 289
2024
Q3 		$1.27M Sell
11,500
-45,485
-80% -$4.88M 0.07% 255
2024
Q2 		$4.98M Buy
56,985
+35,746
+168% +$3.64M 0.31% 73
2024
Q1 		$1.91M Buy
21,239
+12,505
+143% +$1.31M 0.11% 189
2023
Q4 		$940K Sell
8,734
-17,364
-67% -$1.74M 0.06% 297
2023
Q3 		$2.4M Buy
26,098
+16,882
+183% +$1.77M 0.17% 135
2023
Q2 		$1.02M Buy
9,216
+2,797
+44% +$314K 0.07% 264
2023
Q1 		$708K Buy
6,419
+2,390
+59% +$269K 0.05% 356
2022
Q4 		$436K Sell
4,029
-15,637
-80% -$1.7M 0.03% 472
2022
Q3 		$2.22M Buy
19,666
+16,881
+606% +$2M 0.18% 135
2022
Q2 		$335K Buy
2,785
+959
+53% +$118K 0.03% 486
2022
Q1 		$246K Buy
+1,826
New +$256K 0.02% 631
2018
Q1 		– Sell
-354
Closed -$48K – 532
2017
Q4 		$48K Buy
+354
New +$48.2K 0.01% 481

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Financial Advocates Investment Management's TLH Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 17,623 shares — an estimated $1.75M sold.

Financial Advocates Investment Management first reported a position in TLH in Q4 2017 and held it in 15 quarters. The position peaked at $4.98M in Q2 2024. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 17,623 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.75M.
  • Financial Advocates Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $4.98M in Q2 2024.
  • 569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.