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Richardson Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Richardson 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
2025
Q4 		– Sell
-262
Closed -$27K – 617
2025
Q3 		$27K Sell
262
-288
-52% -$29.1K 0.02% 339
2025
Q2 		$55.7K Sell
550
-521
-49% -$52.3K 0.04% 244
2025
Q1 		$111K Sell
1,071
-142
-12% -$14.4K 0.08% 179
2024
Q4 		$121K Buy
1,213
+102
+9% +$10.6K 0.09% 178
2024
Q3 		$114K Hold
1,111
– – 0.07% 193
2024
Q2 		$114K Sell
1,111
-323
-23% -$32.9K 0.08% 181
2024
Q1 		$151K Buy
1,434
+485
+51% +$50.8K 0.11% 165
2023
Q4 		$103K Buy
+949
New +$95K 0.09% 171

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.37T AUM 24.88% 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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Richardson Financial Services's TLH Position: Q4 2025 in Review

Richardson Financial Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 262 shares — an estimated $27K sold.

Richardson Financial Services first reported a position in TLH in Q4 2023 and held it in 8 quarters. The position peaked at $151K in Q1 2024. 646 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Richardson Financial Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Richardson Financial Services sold 262 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $27K.
  • Richardson Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 8 quarters.
  • Richardson Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $151K in Q1 2024.
  • 646 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Richardson Financial Services's 13F filing for Q4 2025, filed 22 Jan 2026.