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TLH icon

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

Premier Path 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
2026
Q1 		$5.21M Sell
51,771
-8,638
-14% -$882K 0.68% 35
2025
Q4 		$6.14M Sell
60,409
-5,881
-9% -$607K 0.79% 33
2025
Q3 		$6.83M Buy
66,290
+4,547
+7% +$460K 0.88% 26
2025
Q2 		$6.27M Buy
61,743
+3,181
+5% +$319K 0.87% 26
2025
Q1 		$6.08M Buy
58,562
+6,259
+12% +$634K 0.95% 23
2024
Q4 		$5.21M Buy
52,303
+3,163
+6% +$327K 0.79% 30
2024
Q3 		$5.37M Buy
49,140
+3,275
+7% +$351K 0.85% 26
2024
Q2 		$4.71M Buy
45,865
+1,536
+3% +$156K 0.8% 29
2024
Q1 		$4.52M Buy
+44,329
New +$4.64M 0.85% 28

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FFM
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LPL Financial
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Bank of America
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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return