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

Stratos 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
Q3 		– Sell
-4,699
Closed -$477K – 381
2025
Q2 		$477K Buy
+4,699
New +$472K 0.02% 260

Other funds holding TLH

Envestnet Asset Management
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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stratos Investment Management's TLH Position: Q3 2025 in Review

Stratos Investment Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 4,699 shares — an estimated $477K sold.

Stratos Investment Management first reported a position in TLH in Q2 2025 and held it in 1 quarter. The position peaked at $477K in Q2 2025. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Stratos Investment Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Stratos Investment Management sold 4,699 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $477K.
  • Stratos Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and held it in 1 quarter.
  • Stratos Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $477K in Q2 2025.
  • 572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Stratos Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.