LGT Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

LGT Financial Advisors’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	-4,891	Closed	-$504K	–	368
2025 Q3	$504K	Buy	4,891 +2,016	+70%	+$204K	1.09%	23
2025 Q2	$292K	Buy	2,875 +1,505	+110%	+$151K	0.74%	29
2025 Q1	$142K	Sell	1,370 -1,108	-45%	-$112K	0.43%	49
2024 Q4	$247K	Buy	2,478 +763	+44%	+$78.9K	0.55%	33
2024 Q3	$187K	Buy	1,715 +216	+14%	+$23.2K	0.46%	39
2024 Q2	$154K	Buy	1,499 +758	+102%	+$77.2K	0.32%	58
2024 Q1	$77.8K	Buy	741 +269	+57%	+$28.2K	0.09%	196
2023 Q4	$51.1K	Buy	472 +9	+2%	+$901	0.06%	211
2023 Q3	$45.6K	Buy	463 +332	+253%	+$34.9K	0.06%	226
2023 Q2	$14.5K	Buy	+131	New	+$14.7K	0.02%	190
2023 Q1	–	Sell	-1,491	Closed	-$161K	–	189
2022 Q4	$161K	Buy	+1,491	New	+$162K	0.19%	108

Other funds holding TLH

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

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

FFM

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

LGT Financial Advisors's TLH Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 4,891 shares — an estimated $504K sold.

LGT Financial Advisors first reported a position in TLH in Q4 2022 and held it in 11 quarters. The position peaked at $504K in Q3 2025. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

LGT Financial Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 4,891 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $504K.
LGT Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $504K in Q3 2025.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.