IWP
TLH icon

Invenio Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Invenio Wealth 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
Q1 		– Sell
-25,033
Closed -$2.49M – 105
2024
Q4 		$2.49M Buy
25,033
+3,233
+15% +$335K 1.04% 24
2024
Q3 		$2.38M Buy
21,800
+1,465
+7% +$157K 1.03% 24
2024
Q2 		$2.09M Buy
20,335
+2,084
+11% +$212K 1.04% 24
2024
Q1 		$1.92M Buy
18,251
+14,769
+424% +$1.55M 1.03% 24
2023
Q4 		$377K Buy
+3,482
New +$349K 0.27% 59

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Invenio Wealth Partners's TLH Position: Q1 2025 in Review

Invenio Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 25,033 shares — an estimated $2.49M sold.

Invenio Wealth Partners first reported a position in TLH in Q4 2023 and held it in 5 quarters. The position peaked at $2.49M in Q4 2024. 525 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

  • Invenio Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Invenio Wealth Partners sold 25,033 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.49M.
  • Invenio Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 5 quarters.
  • Invenio Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $2.49M in Q4 2024.
  • 525 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Invenio Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.