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FTA
Financial & Tax Architects’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Financial & Tax Architects’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
$4.01M
Buy
39,798
+6,304
+19%
+$644K
0.89%
43
2025
Q4
$3.41M
Buy
33,494
+4,235
+14%
+$437K
0.77%
45
2025
Q3
$3.01M
Buy
+29,259
New
+$2.96M
0.67%
44
2025
Q2
–
Sell
-22,496
Closed
-$2.33M
–
111
2025
Q1
$2.33M
Sell
22,496
-1,508
-6%
-$153K
0.59%
45
2024
Q4
$2.39M
Buy
24,004
+2,134
+10%
+$221K
0.61%
43
2024
Q3
$2.39M
Buy
+21,870
New
+$2.34M
0.61%
42
2023
Q3
–
Sell
-25,049
Closed
-$2.77M
–
93
2023
Q2
$2.77M
Buy
+25,049
New
+$2.81M
0.86%
38
2022
Q1
–
Sell
-10,515
Closed
-$1.56M
–
104
2021
Q4
$1.56M
Sell
10,515
-1,143
-10%
-$169K
0.64%
46
2021
Q3
$1.71M
Buy
+11,658
New
+$1.76M
0.78%
45
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$5.7T AUM
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1-Year Est. Return
JP Morgan Chase
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$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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