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Halbert Hargrove Global Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-1
Closed -$102 – 746
2025
Q2 		$102 Sell
1
-1
-50% -$100 ﹤0.01% 309
2025
Q1 		$208 Hold
2
– – ﹤0.01% 591
2024
Q4 		$200 Buy
+2
New +$207 ﹤0.01% 292

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Halbert Hargrove Global Advisors's TLH Position: Q3 2025 in Review

Halbert Hargrove Global Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 1 share — an estimated $102 sold.

Halbert Hargrove Global Advisors first reported a position in TLH in Q4 2024 and held it in 3 quarters. The position peaked at $208 in Q1 2025. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Halbert Hargrove Global Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 1 iShares 10-20 Year Treasury Bond ETF share in Q3 2025, an estimated $102.
  • Halbert Hargrove Global Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 3 quarters.
  • Halbert Hargrove Global Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $208 in Q1 2025.
  • 572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.