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

Octavia Wealth 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 		– Sell
-78,532
Closed -$8.15M – 241
2025
Q1 		$8.15M Buy
+78,532
New +$7.96M 0.99% 24

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 $18.1B AUM 15% 1-Year Est. Return

Octavia Wealth Advisors's TLH Position: Q2 2025 in Review

Octavia Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 78,532 shares — an estimated $8.15M sold.

Octavia Wealth Advisors first reported a position in TLH in Q1 2025 and held it in 1 quarter. The position peaked at $8.15M in Q1 2025. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Octavia Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Octavia Wealth Advisors sold 78,532 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.15M.
  • Octavia Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Octavia Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $8.15M in Q1 2025.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Octavia Wealth Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.