FYW
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Future You Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Future You Wealth’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
Q1 		– Sell
-2,462
Closed -$245K – 49
2024
Q4 		$245K Buy
+2,462
New +$255K 0.17% 41

Other funds holding TLH

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Future You Wealth's TLH Position: Q1 2025 in Review

Future You Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 2,462 shares — an estimated $245K sold.

Future You Wealth first reported a position in TLH in Q4 2024 and held it in 1 quarter. The position peaked at $245K in Q4 2024. 525 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

  • Future You Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Future You Wealth sold 2,462 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $245K.
  • Future You Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Future You Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $245K in Q4 2024.
  • 525 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Future You Wealth's 13F filing for Q1 2025, filed 2 May 2025.