FullCircle Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$966K Buy
9,329
+4,548
+95% +$460K 0.34% 100
2025
Q2
$486K Buy
4,781
+1,410
+42% +$141K 0.18% 148
2025
Q1
$345K Buy
+3,371
New +$342K 0.14% 155

Other funds holding TLH

FullCircle Wealth's TLH Position: Q3 2025 in Review

FullCircle Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 95% in Q3 2025, buying an estimated $460K and bringing the position to 9,329 shares worth $966K. The position accounts for 0.34% of the portfolio, ranked #100.

FullCircle Wealth first reported a position in TLH in Q1 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • FullCircle Wealth held 9,329 shares of iShares 10-20 Year Treasury Bond ETF worth $966K as of Q3 2025.
  • FullCircle Wealth bought 4,548 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $460K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.34% of FullCircle Wealth's portfolio in Q3 2025, its #100 holding.
  • FullCircle Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.