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

Mutual 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 Q1	–	Sell	-24,084	Closed	-$2.39M	–	1160
2024 Q4	$2.39M	Sell	24,084 -5,197	-18%	-$538K	0.07%	245
2024 Q3	$3.05M	Sell	29,281 -1,011	-3%	-$108K	0.09%	206
2024 Q2	$3.16M	Sell	30,292 -6,025	-17%	-$613K	0.1%	197
2024 Q1	$3.81M	Sell	36,317 -24,422	-40%	-$2.56M	0.12%	158
2023 Q4	$6.58M	Buy	60,739 +55,131	+983%	+$5.52M	0.23%	90
2023 Q3	$552K	Sell	5,608 -27,717	-83%	-$2.91M	0.02%	596
2023 Q2	$3.69M	Sell	33,325 -44	-0.1%	-$4.93K	0.14%	150
2023 Q1	$3.82M	Buy	33,369 +25,570	+328%	+$2.88M	0.16%	136
2022 Q4	$844K	Buy	7,799 +1,067	+16%	+$116K	0.04%	457
2022 Q3	$733K	Buy	6,732 +2,025	+43%	+$240K	0.04%	455
2022 Q2	$565K	Buy	4,707 +345	+8%	+$42.3K	0.04%	496
2022 Q1	$587K	Buy	4,362 +2,130	+95%	+$298K	0.03%	532
2021 Q4	$331K	Buy	+2,232	New	+$330K	0.02%	705

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mutual Advisors's TLH Position: Q1 2025 in Review

Mutual Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 24,084 shares — an estimated $2.39M sold.

Mutual Advisors first reported a position in TLH in Q4 2021 and held it in 13 quarters. The position peaked at $6.58M in Q4 2023. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Mutual Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Mutual Advisors sold 24,084 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.39M.
Mutual Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 13 quarters.
Mutual Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $6.58M in Q4 2023.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Mutual Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.