Nicolet Advisory Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-8,544
Closed -$850K 425
2025
Q1
$850K Sell
8,544
-144,543
-94% -$14.7M 0.08% 129
2024
Q4
$15M Buy
153,087
+12,847
+9% +$1.33M 1.37% 16
2024
Q3
$15.2M Sell
140,240
-2,235
-2% -$240K 1.43% 14
2024
Q2
$14.7M Buy
142,475
+8,252
+6% +$840K 1.41% 16
2024
Q1
$13.8M Buy
134,223
+8,230
+7% +$862K 1.4% 14
2023
Q4
$13.3M Buy
+125,993
New +$12.6M 1.43% 14

Other funds holding TLH

Nicolet Advisory Services's TLH Position: Q2 2025 in Review

Nicolet Advisory Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 8,544 shares — an estimated $850K sold.

Nicolet Advisory Services first reported a position in TLH in Q4 2023 and held it in 6 quarters. The position peaked at $15.2M in Q3 2024. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Nicolet Advisory Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 8,544 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $850K.
  • Nicolet Advisory Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 6 quarters.
  • Nicolet Advisory Services's iShares 10-20 Year Treasury Bond ETF position peaked at $15.2M in Q3 2024.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Nicolet Advisory Services's 13F filing for Q2 2025, filed 13 Aug 2025.