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Kozak & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Kozak & Associates’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
-7
Closed -$720 – 467
2025
Q3 		$720 Buy
+7
New +$708 ﹤0.01% 412
2024
Q4 		– Sell
-20
Closed -$2.13K – 475
2024
Q3 		$2.13K Buy
+20
New +$2.14K ﹤0.01% 331
2023
Q3 		– Sell
-22
Closed -$2.42K – 414
2023
Q2 		$2.42K Buy
+22
New +$2.47K ﹤0.01% 298

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
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

Kozak & Associates's TLH Position: Q4 2025 in Review

Kozak & Associates sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 7 shares — an estimated $720 sold.

Kozak & Associates first reported a position in TLH in Q2 2023 and held it in 3 quarters. The position peaked at $2.42K in Q2 2023. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Kozak & Associates reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Kozak & Associates sold 7 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $720.
  • Kozak & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and held it in 3 quarters.
  • Kozak & Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $2.42K in Q2 2023.
  • 649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Kozak & Associates's 13F filing for Q4 2025, filed 12 Jan 2026.