IA
TLH icon

Insight Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Insight 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
2026
Q1 		– Sell
-26,506
Closed -$2.69M – 282
2025
Q4 		$2.69M Sell
26,506
-2,271
-8% -$234K 0.41% 41
2025
Q3 		$2.96M Buy
28,777
+270
+0.9% +$27.3K 0.45% 38
2025
Q2 		$2.9M Buy
28,507
+2,550
+10% +$256K 0.47% 36
2025
Q1 		$2.69M Buy
25,957
+4,187
+19% +$424K 0.47% 38
2024
Q4 		$2.17M Buy
21,770
+4,293
+25% +$444K 0.37% 47
2024
Q3 		$1.91M Buy
17,477
+2,862
+20% +$307K 0.33% 49
2024
Q2 		$1.5M Buy
14,615
+6,184
+73% +$630K 0.27% 64
2024
Q1 		$886K Buy
+8,431
New +$883K 0.17% 99

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Bank of America
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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return