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MN Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

MN Wealth 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
-17,590
Closed -$1.81M – 131
2025
Q3 		$1.81M Sell
17,590
-4,339
-20% -$439K 0.97% 20
2025
Q2 		$2.23M Sell
21,929
-9,277
-30% -$931K 1.3% 17
2025
Q1 		$3.24M Sell
31,206
-6,191
-17% -$628K 1.9% 14
2024
Q4 		$3.72M Buy
37,397
+5,932
+19% +$614K 2.09% 13
2024
Q3 		$3.44M Buy
31,465
+4,197
+15% +$450K 1.96% 13
2024
Q2 		$2.8M Sell
27,268
-3,656
-12% -$372K 1.62% 15
2024
Q1 		$3.25M Buy
30,924
+11,781
+62% +$1.23M 2.01% 13
2023
Q4 		$2.07M Buy
+19,143
New +$1.92M 1.43% 15

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MN Wealth Advisors's TLH Position: Q4 2025 in Review

MN Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 17,590 shares — an estimated $1.81M sold.

MN Wealth Advisors first reported a position in TLH in Q4 2023 and held it in 8 quarters. The position peaked at $3.72M in Q4 2024. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • MN Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MN Wealth Advisors sold 17,590 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.81M.
  • MN Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • MN Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.72M in Q4 2024.
  • 647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on MN Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.