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Glass Jacobson Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Glass Jacobson Investment 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
Q2 		– Sell
-115
Closed -$11.4K – 826
2025
Q1 		$11.4K Hold
115
– – ﹤0.01% 585
2024
Q4 		$11.4K Buy
115
+111
+2,775% +$11.5K ﹤0.01% 585
2024
Q3 		$438 Buy
4
+2
+100% +$214 ﹤0.01% 735
2024
Q2 		$206 Buy
+2
New +$204 ﹤0.01% 743
2022
Q4 		$1.41K Buy
+13
New +$1.41K ﹤0.01% 703

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Glass Jacobson Investment Advisors's TLH Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 115 shares — an estimated $11.4K sold.

Glass Jacobson Investment Advisors first reported a position in TLH in Q4 2022 and held it in 5 quarters. The position peaked at $11.4K in Q1 2025. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 115 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $11.4K.
  • Glass Jacobson Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
  • Glass Jacobson Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $11.4K in Q1 2025.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.