Siligmueller & Norvid Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Siligmueller & Norvid Wealth Advisors’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 Q3	$403K	Buy	+3,911	New	+$396K	0.18%	98

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's TLH Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025: 3,911 shares worth $403K. The stake represents 0.18% of the portfolio and ranks #98 among its holdings.

569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

Siligmueller & Norvid Wealth Advisors held 3,911 shares of iShares 10-20 Year Treasury Bond ETF worth $403K as of Q3 2025.
iShares 10-20 Year Treasury Bond ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
iShares 10-20 Year Treasury Bond ETF made up 0.18% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #98 holding.
569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.