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

My Legacy 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
Q2 		$1.85M Buy
18,438
+5,695
+45% +$572K 0.66% 40
2025
Q1 		$1.32M Buy
12,743
+6,112
+92% +$620K 0.51% 50
2024
Q4 		$655K Sell
6,631
-639
-9% -$66.1K 0.25% 110
2024
Q3 		$795K Sell
7,270
-1,538
-17% -$165K 0.31% 90
2024
Q2 		$905K Sell
8,808
-750
-8% -$76.4K 0.29% 94
2024
Q1 		$1M Sell
9,558
-1,334
-12% -$140K 0.34% 80
2023
Q4 		$1.16M Buy
10,892
+4,291
+65% +$430K 0.42% 65
2023
Q3 		$615K Sell
6,601
-4,305
-39% -$452K 0.25% 122
2023
Q2 		$1.2M Buy
10,906
+1,366
+14% +$153K 0.47% 60
2023
Q1 		$1.1M Sell
9,540
-1,421
-13% -$160K 0.47% 70
2022
Q4 		$1.25M Buy
10,961
+5,840
+114% +$633K 0.53% 53
2022
Q3 		$541K Buy
5,121
+2,520
+97% +$298K 0.27% 136
2022
Q2 		$313K Buy
+2,601
New +$319K 0.16% 173

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

My Legacy Advisors's TLH Position: Q2 2025 in Review

My Legacy Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 45% in Q2 2025, buying an estimated $572K and bringing the position to 18,438 shares worth $1.85M. The position accounts for 0.66% of the portfolio, ranked #40.

My Legacy Advisors first reported a position in TLH in Q2 2022 and has held it in 13 quarters since. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • My Legacy Advisors held 18,438 shares of iShares 10-20 Year Treasury Bond ETF worth $1.85M as of Q2 2025.
  • My Legacy Advisors bought 5,695 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $572K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.66% of My Legacy Advisors's portfolio in Q2 2025, its #40 holding.
  • My Legacy Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 13 quarters since.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.