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

Mowery & Schoenfeld 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 		– Sell
-42
Closed -$4.27K – 476
2025
Q4 		$4.27K Buy
+42
New +$4.33K 0.01% 339
2025
Q2 		– Sell
-298
Closed -$30.9K – 455
2025
Q1 		$30.9K Buy
+298
New +$30.2K 0.06% 169

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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 $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TLH Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 42 shares — an estimated $4.27K sold.

Mowery & Schoenfeld Wealth Management first reported a position in TLH in Q1 2025 and held it in 2 quarters. The position peaked at $30.9K in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 42 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $4.27K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $30.9K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.