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
GWP
Gateway Wealth Partners’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Gateway Wealth Partners’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
$10.5M
Buy
104,261
+73,531
+239%
+$7.51M
0.41%
62
2025
Q4
$3.12M
Buy
30,730
+3,366
+12%
+$347K
0.35%
77
2025
Q3
$2.82M
Buy
27,364
+4,601
+20%
+$465K
0.38%
73
2025
Q2
$2.31M
Buy
22,763
+4,744
+26%
+$476K
0.44%
65
2025
Q1
$1.87M
Buy
18,019
+11,285
+168%
+$1.14M
0.42%
68
2024
Q4
$670K
Buy
6,734
+839
+14%
+$86.8K
0.17%
130
2024
Q3
$645K
Sell
5,895
-4,680
-44%
-$502K
0.18%
126
2024
Q2
$1.09M
Buy
10,575
+4,566
+76%
+$465K
0.33%
76
2024
Q1
$631K
Buy
6,009
+2,009
+50%
+$210K
0.23%
103
2023
Q4
$433K
Buy
4,000
+230
+6%
+$23K
0.17%
118
2023
Q3
$371K
Sell
3,770
-1,321
-26%
-$139K
0.07%
157
2023
Q2
$564K
Buy
5,091
+2,048
+67%
+$230K
0.1%
112
2023
Q1
$349K
Sell
3,043
-393
-11%
-$44.2K
0.05%
153
2022
Q4
$372K
Buy
+3,436
New
+$372K
0.06%
130
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