SXL
TLH icon

Summit X LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Summit X LLC’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
-49,857
Closed -$5.07M – 209
2025
Q2 		$5.07M Buy
49,857
+6,552
+15% +$658K 0.94% 25
2025
Q1 		$4.49M Buy
43,305
+36,908
+577% +$3.74M 0.94% 26
2024
Q4 		$637K Sell
6,397
-256
-4% -$26.5K 0.14% 106
2024
Q3 		$683K Sell
6,653
-572
-8% -$61.3K 0.17% 101
2024
Q2 		$742K Sell
7,225
-730
-9% -$74.3K 0.17% 100
2024
Q1 		$836K Sell
7,955
-308
-4% -$32.3K 0.21% 89
2023
Q4 		$905K Buy
8,263
+4,526
+121% +$453K 0.26% 77
2023
Q3 		$368K Sell
3,737
-14,871
-80% -$1.56M 0.12% 124
2023
Q2 		$2.06M Sell
18,608
-1,401
-7% -$157K 0.5% 35
2023
Q1 		$2.29M Buy
20,009
+13,013
+186% +$1.46M 0.59% 31
2022
Q4 		$841K Sell
6,996
-3,435
-33% -$372K 0.24% 93
2022
Q3 		$1.14M Buy
10,431
+3,435
+49% +$406K 0.34% 68
2022
Q2 		$834K Buy
6,996
+309
+5% +$37.9K 0.24% 93
2022
Q1 		$902K Buy
+6,687
New +$937K 0.22% 95

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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

Summit X LLC's TLH Position: Q3 2025 in Review

Summit X LLC sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 49,857 shares — an estimated $5.07M sold.

Summit X LLC first reported a position in TLH in Q1 2022 and held it in 14 quarters. The position peaked at $5.07M in Q2 2025. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Summit X LLC reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 49,857 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $5.07M.
  • Summit X LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 14 quarters.
  • Summit X LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $5.07M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.