NC
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North Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

North Capital’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
-1
Closed -$103 – 633
2025
Q3 		$103 Sell
1
-22
-96% -$2.23K ﹤0.01% 679
2025
Q2 		$2.38K Hold
23
– – ﹤0.01% 497
2025
Q1 		$2.41K Buy
+23
New +$2.33K ﹤0.01% 486

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

North Capital's TLH Position: Q4 2025 in Review

North Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 1 share — an estimated $103 sold.

North Capital first reported a position in TLH in Q1 2025 and held it in 3 quarters. The position peaked at $2.41K in Q1 2025. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • North Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 1 iShares 10-20 Year Treasury Bond ETF share in Q4 2025, an estimated $103.
  • North Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $2.41K in Q1 2025.
  • 649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.