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LRI Investments’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

LRI Investments’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 		– Sell
-200
Closed -$20.3K – 1249
2024
Q4 		$19.9K Hold
200
– – ﹤0.01% 663
2024
Q3 		$20.4K Hold
200
– – ﹤0.01% 651
2024
Q2 		$20.5K Buy
+200
New +$20.4K ﹤0.01% 598

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LRI Investments's TLH Position: Q1 2025 in Review

LRI Investments sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 200 shares — an estimated $20.3K sold.

LRI Investments first reported a position in TLH in Q2 2024 and held it in 3 quarters. The position peaked at $20.5K in Q2 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

  • LRI Investments reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • LRI Investments sold 200 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $20.3K.
  • LRI Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
  • LRI Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $20.5K in Q2 2024.
  • 522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on LRI Investments's 13F filing for Q1 2025, filed 1 May 2025.