ORG Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

ORG Partners’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	$667K	Sell	6,564 -1,160	-15%	-$120K	0.12%	165
2025 Q3	$823K	Buy	7,724 +1,703	+28%	+$172K	0.15%	135
2025 Q2	$610K	Buy	6,021 +4,510	+298%	+$453K	0.13%	145
2025 Q1	$157K	Sell	1,511 -209	-12%	-$21.2K	0.04%	311
2024 Q4	$171K	Buy	1,720 +611	+55%	+$63.2K	0.02%	346
2024 Q3	$121K	Sell	1,109 -11	-1%	-$1.18K	0.02%	355
2024 Q2	$113K	Buy	+1,120	New	+$114K	0.01%	560
2024 Q1	–	Sell	-1,377	Closed	-$150K	–	1047
2023 Q4	$150K	Buy	1,377 +1,323	+2,450%	+$132K	0.03%	340
2023 Q3	$5.38K	Sell	54 -14,982	-100%	-$1.57M	﹤0.01%	939
2023 Q2	$1.65M	Sell	15,036 -816	-5%	-$91.5K	0.27%	79
2023 Q1	$1.81M	Buy	+15,852	New	+$1.78M	0.44%	43

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

ORG Partners's TLH Position: Q4 2025 in Review

ORG Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q4 2025, selling an estimated $120K and leaving 6,564 shares worth $667K. The position accounts for 0.12% of the portfolio, ranked #165.

ORG Partners first reported a position in TLH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2023. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

ORG Partners held 6,564 shares of iShares 10-20 Year Treasury Bond ETF worth $667K as of Q4 2025.
ORG Partners sold 1,160 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $120K.
iShares 10-20 Year Treasury Bond ETF made up 0.12% of ORG Partners's portfolio in Q4 2025, its #165 holding.
ORG Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 11 quarters since.
ORG Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $1.81M in Q1 2023.
647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.