Gould Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Gould Capital’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	–	Sell	-38	Closed	-$3.91K	–	217
2025 Q3	$3.91K	Sell	38 -57	-60%	-$5.77K	﹤0.01%	166
2025 Q2	$9.65K	Sell	95 -12	-11%	-$1.2K	0.01%	142
2025 Q1	$11.1K	Sell	107 -243	-69%	-$24.6K	0.01%	131
2024 Q4	$34.8K	Hold	350	–	–	0.02%	91
2024 Q3	$38.3K	Hold	350	–	–	0.03%	89
2024 Q2	$35.9K	Sell	350 -35	-9%	-$3.56K	0.03%	93
2024 Q1	$40.4K	Hold	385	–	–	0.03%	89
2023 Q4	$41.7K	Hold	385	–	–	0.03%	94
2023 Q3	$37.3K	Sell	385 -15	-4%	-$1.58K	0.03%	88
2023 Q2	$44.3K	Sell	400 -18	-4%	-$2.02K	0.03%	86
2023 Q1	$47.9K	Buy	418 +28	+7%	+$3.15K	0.04%	80
2022 Q4	$42.2K	Hold	390	–	–	0.03%	85
2022 Q3	$42K	Sell	390 -7	-2%	-$828	0.04%	79
2022 Q2	$48K	Buy	397 +7	+2%	+$859	0.04%	74
2022 Q1	$52K	Buy	390 +39	+11%	+$5.46K	0.04%	75
2021 Q4	$52K	Buy	+351	New	+$52K	0.04%	84

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Gould Capital's TLH Position: Q4 2025 in Review

Gould Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 38 shares — an estimated $3.91K sold.

Gould Capital first reported a position in TLH in Q4 2021 and held it in 16 quarters. The position peaked at $52K in Q1 2022. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Gould Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Gould Capital sold 38 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $3.91K.
Gould Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 16 quarters.
Gould Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $52K in Q1 2022.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Gould Capital's 13F filing for Q4 2025, filed 13 Feb 2026.