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

Lane & 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 Q1	$744K	Buy	7,168 +4,055	+130%	+$411K	0.4%	47
2024 Q4	$312K	Sell	3,113 -1,892	-38%	-$196K	0.16%	101
2024 Q3	$547K	Sell	5,005 -1,726	-26%	-$185K	0.3%	66
2024 Q2	$691K	Sell	6,731 -990	-13%	-$101K	0.41%	48
2024 Q1	$811K	Buy	7,721 +1,527	+25%	+$160K	0.51%	45
2023 Q4	$671K	Buy	6,194 +4,034	+187%	+$404K	0.49%	46
2023 Q3	$213K	Sell	2,160 -3,401	-61%	-$357K	0.17%	99
2023 Q2	$616K	Buy	5,561 +2,150	+63%	+$241K	0.49%	43
2023 Q1	$391K	Buy	+3,411	New	+$384K	0.35%	58

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Lane & Associates's TLH Position: Q1 2025 in Review

Lane & Associates increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 130% in Q1 2025, buying an estimated $411K and bringing the position to 7,168 shares worth $744K. The position accounts for 0.4% of the portfolio, ranked #47.

Lane & Associates first reported a position in TLH in Q1 2023 and has held it in 9 quarters since. The position peaked at $811K in Q1 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Lane & Associates held 7,168 shares of iShares 10-20 Year Treasury Bond ETF worth $744K as of Q1 2025.
Lane & Associates bought 4,055 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $411K.
iShares 10-20 Year Treasury Bond ETF made up 0.4% of Lane & Associates's portfolio in Q1 2025, its #47 holding.
Lane & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 9 quarters since.
Lane & Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $811K in Q1 2024.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.