Plante Moran Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Plante Moran Financial Advisors’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	–	Sell	-128	Closed	-$12.7K	–	961
2024 Q4	$12.7K	Buy	+128	New	+$13.2K	﹤0.01%	546
2023 Q4	–	Sell	-325	Closed	-$32K	–	882
2023 Q3	$32K	Buy	+325	New	+$34.1K	﹤0.01%	354
2022 Q3	–	Sell	-28	Closed	-$3K	–	1067
2022 Q2	$3K	Buy	+28	New	+$3.44K	﹤0.01%	785
2021 Q1	–	Sell	-31	Closed	-$5K	–	1123
2020 Q4	$5K	Buy	+31	New	+$5.01K	﹤0.01%	704

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 $7.07B AUM 18.05% 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

Plante Moran Financial Advisors's TLH Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 128 shares — an estimated $12.7K sold.

Plante Moran Financial Advisors first reported a position in TLH in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q3 2023. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

Plante Moran Financial Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 128 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $12.7K.
Plante Moran Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and held it in 4 quarters.
Plante Moran Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $32K in Q3 2023.
522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.