Flagstar Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Flagstar Advisors’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 Q4	–	Sell	-2,253	Closed	-$232K	–	185
2025 Q3	$232K	Sell	2,253 -925	-29%	-$93.6K	0.07%	174
2025 Q2	$323K	Buy	3,178 +654	+26%	+$65.6K	0.09%	163
2025 Q1	$262K	Buy	2,524 +266	+12%	+$27K	0.07%	187
2024 Q4	$225K	Buy	2,258 +43	+2%	+$4.45K	0.06%	204
2024 Q3	$242K	Buy	2,215 +46	+2%	+$4.93K	0.06%	191
2024 Q2	$223K	Sell	2,169 -138	-6%	-$14K	0.06%	188
2024 Q1	$242K	Buy	2,307 +236	+11%	+$24.7K	0.07%	172
2023 Q4	$224K	Buy	+2,071	New	+$207K	0.07%	170
2022 Q4	–	Sell	-83	Closed	-$9.07K	–	269
2022 Q3	$9.07K	Buy	+83	New	+$9.82K	﹤0.01%	249
2021 Q4	–	Sell	-71	Closed	-$10K	–	221
2021 Q3	$10K	Buy	+71	New	+$10.7K	﹤0.01%	215

Other funds holding TLH

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Flagstar Advisors's TLH Position: Q4 2025 in Review

Flagstar Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 2,253 shares — an estimated $232K sold.

Flagstar Advisors first reported a position in TLH in Q3 2021 and held it in 10 quarters. The position peaked at $323K in Q2 2025. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Flagstar Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Flagstar Advisors sold 2,253 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $232K.
Flagstar Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 10 quarters.
Flagstar Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $323K in Q2 2025.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Flagstar Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.