Orion Portfolio Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Orion Portfolio Solutions’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 Q1	$6.64M	Buy	64,029 +44,504	+228%	+$4.51M	0.07%	283
2024 Q4	$1.94M	Sell	19,525 -70,299	-78%	-$7.27M	0.02%	715
2024 Q3	$9.82M	Buy	89,824 +72,873	+430%	+$7.81M	0.1%	207
2024 Q2	$1.74M	Sell	16,951 -2,061	-11%	-$210K	0.02%	711
2024 Q1	$2M	Buy	19,012 +413	+2%	+$43.3K	0.02%	663
2023 Q4	$1.98M	Buy	18,599 +14,533	+357%	+$1.45M	0.02%	635
2023 Q3	$400K	Sell	4,066 -29,934	-88%	-$3.14M	﹤0.01%	1284
2023 Q2	$3.77M	Buy	34,000 +849	+3%	+$95.2K	0.04%	403
2023 Q1	$3.8M	Buy	33,151 +9,924	+43%	+$1.12M	0.05%	339
2022 Q4	$2.51M	Buy	23,227 +7,379	+47%	+$800K	0.09%	161
2022 Q3	$1.73M	Buy	15,848 +2,864	+22%	+$339K	0.07%	179
2022 Q2	$1.56M	Buy	12,984 +5,297	+69%	+$650K	0.06%	189
2022 Q1	$1.03M	Buy	+7,687	New	+$1.08M	0.04%	261
2020 Q3	–	Sell	-29	Closed	-$5K	–	1890
2020 Q2	$5K	Buy	+29	New	+$4.84K	﹤0.01%	1493

Other funds holding TLH

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

Orion Portfolio Solutions's TLH Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 228% in Q1 2025, buying an estimated $4.51M and bringing the position to 64,029 shares worth $6.64M. The position accounts for 0.07% of the portfolio, ranked #283.

Orion Portfolio Solutions first reported a position in TLH in Q2 2020 and has held it in 14 quarters since. The position peaked at $9.82M in Q3 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Orion Portfolio Solutions held 64,029 shares of iShares 10-20 Year Treasury Bond ETF worth $6.64M as of Q1 2025.
Orion Portfolio Solutions bought 44,504 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $4.51M.
iShares 10-20 Year Treasury Bond ETF made up 0.07% of Orion Portfolio Solutions's portfolio in Q1 2025, its #283 holding.
Orion Portfolio Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and has held it in 14 quarters since.
Orion Portfolio Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $9.82M in Q3 2024.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.