GRP
TLH icon

Global Retirement Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Global Retirement 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
2025
Q4 		$9.27M Buy
91,178
+44,768
+96% +$4.62M 0.16% 122
2025
Q3 		$4.78M Buy
46,410
+5,182
+13% +$524K 0.11% 175
2025
Q2 		$4.19M Buy
+41,228
New +$4.14M 0.1% 184
2024
Q4 		$935K Buy
9,391
+425
+5% +$44K 0.03% 468
2024
Q3 		$980K Buy
8,966
+669
+8% +$71.7K 0.03% 449
2024
Q2 		$852K Buy
8,297
+1,326
+19% +$135K 0.03% 458
2024
Q1 		$732K Buy
6,971
+1,062
+18% +$111K 0.03% 435
2023
Q4 		$622K Buy
5,909
+3,523
+148% +$353K 0.03% 440
2023
Q3 		$229K Sell
2,386
-3,233
-58% -$340K 0.01% 624
2023
Q2 		$622K Buy
5,619
+79
+1% +$8.86K 0.03% 404
2023
Q1 		$636K Sell
5,540
-578
-9% -$65K 0.03% 383
2022
Q4 		$662K Buy
6,118
+1,392
+29% +$151K 0.05% 328
2022
Q3 		$493K Buy
4,726
+1,624
+52% +$192K 0.04% 370
2022
Q2 		$373K Buy
3,102
+982
+46% +$120K 0.03% 409
2022
Q1 		$263K Buy
+2,120
New +$297K 0.02% 496

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Global Retirement Partners's TLH Position: Q4 2025 in Review

Global Retirement Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 96% in Q4 2025, buying an estimated $4.62M and bringing the position to 91,178 shares worth $9.27M. The position accounts for 0.16% of the portfolio, ranked #122.

Global Retirement Partners first reported a position in TLH in Q1 2022 and has held it in 15 quarters since. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Global Retirement Partners held 91,178 shares of iShares 10-20 Year Treasury Bond ETF worth $9.27M as of Q4 2025.
  • Global Retirement Partners bought 44,768 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $4.62M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.16% of Global Retirement Partners's portfolio in Q4 2025, its #122 holding.
  • Global Retirement Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 15 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.