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

Smallwood Wealth Investment 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
Q4 		– Sell
-3
Closed -$308 – 543
2025
Q3 		$308 Hold
3
– – ﹤0.01% 469
2025
Q2 		$304 Hold
3
– – ﹤0.01% 517
2025
Q1 		$311 Buy
+3
New +$304 ﹤0.01% 457

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FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $495B AUM 43.24% 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

Smallwood Wealth Investment Management's TLH Position: Q4 2025 in Review

Smallwood Wealth Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 3 shares — an estimated $308 sold.

Smallwood Wealth Investment Management first reported a position in TLH in Q1 2025 and held it in 3 quarters. The position peaked at $311 in Q1 2025. 649 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 3 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $308.
  • Smallwood Wealth Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 3 quarters.
  • Smallwood Wealth Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $311 in Q1 2025.
  • 649 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q4 2025, filed 23 Jan 2026.