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

Prasad Wealth 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
Q2 		– Sell
-77,703
Closed -$8.06M – 129
2025
Q1 		$8.06M Buy
+77,703
New +$7.88M 2.63% 15

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FFM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Prasad Wealth Partners's TLH Position: Q2 2025 in Review

Prasad Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 77,703 shares — an estimated $8.06M sold.

Prasad Wealth Partners first reported a position in TLH in Q1 2025 and held it in 1 quarter. The position peaked at $8.06M in Q1 2025. 542 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Prasad Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Prasad Wealth Partners sold 77,703 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $8.06M.
  • Prasad Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
  • Prasad Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $8.06M in Q1 2025.
  • 542 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Prasad Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.