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O'Donnell Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

O'Donnell Financial Services’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
-14,980
Closed -$1.54M – 56
2025
Q3 		$1.54M Sell
14,980
-764
-5% -$77.3K 0.55% 28
2025
Q2 		$1.6M Sell
15,744
-492
-3% -$49.4K 0.61% 24
2025
Q1 		$1.68M Buy
+16,236
New +$1.65M 0.7% 22

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

O'Donnell Financial Services's TLH Position: Q4 2025 in Review

O'Donnell Financial Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 14,980 shares — an estimated $1.54M sold.

O'Donnell Financial Services first reported a position in TLH in Q1 2025 and held it in 3 quarters. The position peaked at $1.68M in Q1 2025. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • O'Donnell Financial Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • O'Donnell Financial Services sold 14,980 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $1.54M.
  • O'Donnell Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • O'Donnell Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $1.68M in Q1 2025.
  • 649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on O'Donnell Financial Services's 13F filing for Q4 2025, filed 29 Jan 2026.