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
Search
Sign in
Sign up
FFA
Founders Financial Alliance’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Founders Financial Alliance’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
$38.5K
Buy
382
+217
+132%
+$22.2K
0.01%
533
2025
Q4
$16.8K
Buy
165
+77
+88%
+$7.94K
﹤0.01%
477
2025
Q3
$9.06K
Buy
+88
New
+$8.9K
﹤0.01%
616
2025
Q2
–
Sell
-18
Closed
-$1.87K
–
614
2025
Q1
$1.87K
Hold
18
–
–
﹤0.01%
592
2024
Q4
$1.79K
Hold
18
–
–
﹤0.01%
556
2024
Q3
$1.97K
Hold
18
–
–
﹤0.01%
562
2024
Q2
$1.85K
Hold
18
–
–
﹤0.01%
535
2024
Q1
$1.89K
Sell
18
-99
-85%
-$10.4K
﹤0.01%
536
2023
Q4
$12.7K
Buy
117
+1
+0.9%
+$100
﹤0.01%
418
2023
Q3
$11.4K
Sell
116
-126
-52%
-$13.2K
0.01%
407
2023
Q2
$26.8K
Buy
242
+142
+142%
+$15.9K
0.01%
392
2023
Q1
$11.4K
Sell
100
-24
-19%
-$2.7K
0.01%
397
2022
Q4
$13.4K
Buy
124
+106
+589%
+$11.5K
0.01%
409
2022
Q3
$2K
Hold
18
–
–
﹤0.01%
464
2022
Q2
$2K
Hold
18
–
–
﹤0.01%
488
2022
Q1
$2K
Hold
18
–
–
﹤0.01%
430
2021
Q4
$3K
Hold
18
–
–
﹤0.01%
466
2021
Q3
$3K
Hold
18
–
–
﹤0.01%
439
2021
Q2
$3K
Hold
18
–
–
﹤0.01%
460
2021
Q1
$3K
Hold
18
–
–
﹤0.01%
443
2020
Q4
$3K
Hold
18
–
–
﹤0.01%
402
2020
Q3
$3K
Buy
+18
New
+$3.03K
﹤0.01%
1160
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
Sign up
Sign in
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
Theme
Close