MWM
TLH icon

Modern Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Modern Wealth Management’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
2026
Q1 		$23M Buy
229,825
+18,980
+9% +$1.94M 0.4% 67
2025
Q4 		$21.4M Buy
210,845
+21,944
+12% +$2.26M 0.39% 65
2025
Q3 		$19.5M Sell
188,901
-27,222
-13% -$2.75M 0.38% 71
2025
Q2 		$22M Buy
216,123
+133,455
+161% +$13.4M 0.54% 45
2025
Q1 		$8.58M Buy
82,668
+23,481
+40% +$2.38M 0.27% 82
2024
Q4 		$5.89M Buy
+59,187
New +$6.12M 0.22% 92

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return