SPC Financial Inc’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

SPC Financial Inc’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	$5.97M	Buy	57,968 +4,814	+9%	+$487K	0.47%	48
2025 Q2	$5.4M	Buy	53,154 +2,442	+5%	+$245K	0.45%	53
2025 Q1	$5.26M	Buy	50,712 +2,237	+5%	+$227K	0.46%	48
2024 Q4	$4.83M	Buy	48,475 +3,575	+8%	+$370K	0.42%	51
2024 Q3	$4.91M	Buy	44,900 +2,458	+6%	+$263K	0.43%	51
2024 Q2	$4.36M	Buy	42,442 +3,621	+9%	+$369K	0.4%	51
2024 Q1	$4.08M	Buy	+38,821	New	+$4.07M	0.38%	51
2023 Q3	–	Sell	-29,859	Closed	-$3.31M	–	220
2023 Q2	$3.31M	Buy	+29,859	New	+$3.35M	0.36%	43
2021 Q4	–	Sell	-18,177	Closed	-$2.67M	–	195
2021 Q3	$2.67M	Buy	+18,177	New	+$2.74M	0.33%	48
2020 Q4	–	Sell	-7,619	Closed	-$1.27M	–	162
2020 Q3	$1.27M	Buy	+7,619	New	+$1.28M	0.22%	62

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 $7.79B AUM 20.38% 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

SPC Financial Inc's TLH Position: Q3 2025 in Review

SPC Financial Inc increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.1% in Q3 2025, buying an estimated $487K and bringing the position to 57,968 shares worth $5.97M. The position accounts for 0.47% of the portfolio, ranked #48.

SPC Financial Inc first reported a position in TLH in Q3 2020 and has held it in 10 quarters since. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

SPC Financial Inc held 57,968 shares of iShares 10-20 Year Treasury Bond ETF worth $5.97M as of Q3 2025.
SPC Financial Inc bought 4,814 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $487K.
iShares 10-20 Year Treasury Bond ETF made up 0.47% of SPC Financial Inc's portfolio in Q3 2025, its #48 holding.
SPC Financial Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2020 and has held it in 10 quarters since.
569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.