SWA
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Stratos Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Stratos 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
Q1 		– Sell
-24,030
Closed -$2.39M – 744
2024
Q4 		$2.39M Buy
24,030
+6,833
+40% +$707K 0.11% 181
2024
Q3 		$1.88M Buy
17,197
+5,386
+46% +$577K 0.09% 250
2024
Q2 		$1.21M Buy
11,811
+5,644
+92% +$575K 0.06% 300
2024
Q1 		$648K Buy
6,167
+119
+2% +$12.5K 0.04% 409
2023
Q4 		$655K Buy
6,048
+2,269
+60% +$227K 0.04% 409
2023
Q3 		$372K Sell
3,779
-4,739
-56% -$498K 0.02% 482
2023
Q2 		$944K Buy
8,518
+2,007
+31% +$225K 0.07% 316
2023
Q1 		$746K Sell
6,511
-717
-10% -$80.6K 0.06% 341
2022
Q4 		$782K Buy
7,228
+3,299
+84% +$358K 0.07% 325
2022
Q3 		$428K Sell
3,929
-6,266
-61% -$741K 0.05% 377
2022
Q2 		$1.23M Sell
10,195
-2,326
-19% -$285K 0.11% 232
2022
Q1 		$1.69M Buy
12,521
+6,262
+100% +$877K 0.14% 188
2021
Q4 		$929K Buy
6,259
+494
+9% +$73.1K 0.07% 295
2021
Q3 		$848K Buy
+5,765
New +$869K 0.07% 277

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stratos Wealth Advisors's TLH Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2025, closing a stake of 24,030 shares — an estimated $2.39M sold.

Stratos Wealth Advisors first reported a position in TLH in Q3 2021 and held it in 14 quarters. The position peaked at $2.39M in Q4 2024. 522 funds tracked by Wall St. Rank hold TLH as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 24,030 iShares 10-20 Year Treasury Bond ETF shares in Q1 2025, an estimated $2.39M.
  • Stratos Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 14 quarters.
  • Stratos Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.39M in Q4 2024.
  • 522 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.