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Peak Financial Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Peak Financial Management’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
Q3 		– Sell
-6,836
Closed -$695K – 105
2025
Q2 		$695K Sell
6,836
-3,873
-36% -$389K 0.2% 51
2025
Q1 		$1.11M Sell
10,709
-586
-5% -$59.4K 0.33% 38
2024
Q4 		$1.12M Buy
11,295
+1,690
+18% +$175K 0.34% 39
2024
Q3 		$1.05M Buy
9,605
+6
+0.1% +$643 0.31% 41
2024
Q2 		$986K Buy
9,599
+1,684
+21% +$171K 0.31% 42
2024
Q1 		$831K Buy
7,915
+3
+0% +$314 0.26% 42
2023
Q4 		$857K Buy
+7,912
New +$792K 0.29% 41

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Peak Financial Management's TLH Position: Q3 2025 in Review

Peak Financial Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 6,836 shares — an estimated $695K sold.

Peak Financial Management first reported a position in TLH in Q4 2023 and held it in 7 quarters. The position peaked at $1.12M in Q4 2024. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Peak Financial Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Peak Financial Management sold 6,836 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $695K.
  • Peak Financial Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 7 quarters.
  • Peak Financial Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.12M in Q4 2024.
  • 569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Peak Financial Management's 13F filing for Q3 2025, filed 9 Oct 2025.