SFG Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SFG Wealth Management’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	-17,755	Closed	-$1.84M	–	122
2025 Q1	$1.84M	Buy	+17,755	New	+$1.8M	0.9%	23

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 $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFG Wealth Management's TLH Position: Q2 2025 in Review

SFG Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 17,755 shares — an estimated $1.84M sold.

SFG Wealth Management first reported a position in TLH in Q1 2025 and held it in 1 quarter. The position peaked at $1.84M in Q1 2025. 543 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

SFG Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
SFG Wealth Management sold 17,755 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $1.84M.
SFG Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 1 quarter.
SFG Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.84M in Q1 2025.
543 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on SFG Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.