Iams Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Iams Wealth Management’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	-3,080	Closed	-$317K	–	202
2025 Q3	$317K	Buy	3,080 +284	+10%	+$28.7K	0.13%	148
2025 Q2	$284K	Sell	2,796 -894	-24%	-$89.7K	0.13%	144
2025 Q1	$383K	Buy	3,690 +428	+13%	+$43.4K	0.18%	125
2024 Q4	$325K	Buy	+3,262	New	+$338K	0.15%	134
2024 Q3	–	Sell	-6,000	Closed	-$616K	–	157
2024 Q2	$616K	Buy	+6,000	New	+$611K	0.34%	82

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Iams Wealth Management's TLH Position: Q4 2025 in Review

Iams Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 3,080 shares — an estimated $317K sold.

Iams Wealth Management first reported a position in TLH in Q2 2024 and held it in 5 quarters. The position peaked at $616K in Q2 2024. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

Iams Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
Iams Wealth Management sold 3,080 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $317K.
Iams Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 5 quarters.
Iams Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $616K in Q2 2024.
649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.