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

MOTCO’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	-21	Closed	-$2.16K	–	654
2025 Q3	$2.16K	Buy	+21	New	+$2.12K	﹤0.01%	567
2016 Q4	–	Sell	-700	Closed	-$101K	–	646
2016 Q3	$101K	Hold	700	–	–	0.01%	232
2016 Q2	$103K	Hold	700	–	–	0.01%	223
2016 Q1	$99K	Buy	+700	New	+$97.6K	0.01%	224

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

MOTCO's TLH Position: Q4 2025 in Review

MOTCO sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 21 shares — an estimated $2.16K sold.

MOTCO first reported a position in TLH in Q1 2016 and held it in 4 quarters. The position peaked at $103K in Q2 2016. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

MOTCO reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
MOTCO sold 21 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $2.16K.
MOTCO first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and held it in 4 quarters.
MOTCO's iShares 10-20 Year Treasury Bond ETF position peaked at $103K in Q2 2016.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on MOTCO's 13F filing for Q4 2025, filed 6 Feb 2026.