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PFS
Prospera Financial Services’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
Prospera Financial Services’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
$6.68M
Buy
66,296
+4,608
+7%
+$471K
0.11%
208
2025
Q4
$6.27M
Buy
61,688
+5,358
+10%
+$553K
0.1%
203
2025
Q3
$5.8M
Buy
56,330
+8,897
+19%
+$900K
0.1%
223
2025
Q2
$4.82M
Sell
47,433
-1,162
-2%
-$117K
0.09%
231
2025
Q1
$5.04M
Sell
48,595
-1,702
-3%
-$173K
0.12%
197
2024
Q4
$5.01M
Buy
50,297
+41,784
+491%
+$4.32M
0.12%
193
2024
Q3
$931K
Buy
8,513
+1,473
+21%
+$158K
0.02%
523
2024
Q2
$723K
Buy
7,040
+1,143
+19%
+$116K
0.02%
588
2024
Q1
$619K
Sell
5,897
-153
-3%
-$16K
0.02%
630
2023
Q4
$655K
Buy
+6,050
New
+$606K
0.02%
573
2022
Q2
–
Sell
-37
Closed
-$5K
–
2522
2022
Q1
$5K
Buy
+37
New
+$5.18K
﹤0.01%
2280
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$7.07B AUM
18.05%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Portfolio Solutions
Chicago, Illinois
$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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