Lake Street Private Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,079
Closed -$216K 274
2025
Q1
$216K Sell
2,079
-385
-16% -$39K 0.04% 230
2024
Q4
$245K Buy
+2,464
New +$255K 0.04% 214

Other funds holding TLH

Lake Street Private Wealth's TLH Position: Q2 2025 in Review

Lake Street Private Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 2,079 shares — an estimated $216K sold.

Lake Street Private Wealth first reported a position in TLH in Q4 2024 and held it in 2 quarters. The position peaked at $245K in Q4 2024. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Lake Street Private Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Lake Street Private Wealth sold 2,079 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $216K.
  • Lake Street Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Lake Street Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $245K in Q4 2024.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Lake Street Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.