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MLG Wealth Management DBA Pine Grove Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$13.9M Buy
+136,578
New +$14.1M 1.68% 19

Other funds holding TLH

Envestnet Asset Management
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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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MLG Wealth Management DBA Pine Grove Financial Group's TLH Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025: 136,578 shares worth $13.9M. The stake represents 1.68% of the portfolio and ranks #19 among its holdings.

649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 136,578 shares of iShares 10-20 Year Treasury Bond ETF worth $13.9M as of Q4 2025.
  • iShares 10-20 Year Treasury Bond ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares 10-20 Year Treasury Bond ETF made up 1.68% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #19 holding.
  • 649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.