PF
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Phoenix Financial’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Phoenix Financial’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
-67,077
Closed -$6.82M – 497
2025
Q2 		$6.82M Buy
+67,077
New +$6.73M 0.09% 113

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Phoenix Financial's TLH Position: Q3 2025 in Review

Phoenix Financial sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 67,077 shares — an estimated $6.82M sold.

Phoenix Financial first reported a position in TLH in Q2 2025 and held it in 1 quarter. The position peaked at $6.82M in Q2 2025. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Phoenix Financial reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 67,077 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $6.82M.
  • Phoenix Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Phoenix Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $6.82M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.