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FGAM
Financial Gravity Asset Management’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Financial Gravity Asset 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
2026
Q1
$5.54K
Sell
55
-4
-7%
-$408
﹤0.01%
649
2025
Q4
$6K
Sell
59
-14
-19%
-$1.44K
﹤0.01%
542
2025
Q3
$7.52K
Buy
+73
New
+$7.38K
﹤0.01%
618
2025
Q1
$26.5K
Buy
+255
New
+$25.8K
0.01%
437
2024
Q2
$89.8K
Sell
874
-2,269
-72%
-$231K
0.02%
200
2024
Q1
$337K
Sell
3,143
-122,436
-97%
-$12.8M
0.05%
140
2023
Q4
$5.58M
Buy
125,579
+2,029
+2%
+$203K
0.06%
107
2023
Q3
$5.36M
Buy
123,550
+111,310
+909%
+$11.7M
0.06%
105
2023
Q2
$1.36K
Buy
12,240
+563
+5%
+$63.1K
﹤0.01%
733
2023
Q1
$1.33K
Buy
+11,677
New
+$1.31M
0.04%
337
2019
Q4
–
Sell
-79
Closed
-$12K
–
1710
2019
Q3
$12K
Buy
+79
New
+$11.6K
0.01%
581
2018
Q3
$601K
Buy
+4,703
New
+$613K
0.63%
23
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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