T
TLH icon

Tidemark’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Tidemark’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
2026
Q1 		$92.6K Sell
920
-1,077
-54% -$110K 0.02% 205
2025
Q4 		$203K Sell
1,997
-109,373
-98% -$11.3M 0.06% 128
2025
Q3 		$11.5M Buy
111,370
+18,814
+20% +$1.9M 3.34% 10
2025
Q2 		$9.4M Buy
92,556
+40,513
+78% +$4.07M 3.03% 9
2025
Q1 		$5.4M Buy
52,043
+51,971
+72,182% +$5.27M 1.98% 12
2024
Q4 		$7.17K Hold
72
– – ﹤0.01% 470
2024
Q3 		$7.87K Hold
72
– – ﹤0.01% 449
2024
Q2 		$7.39K Hold
72
– – ﹤0.01% 437
2024
Q1 		$7.56K Hold
72
– – ﹤0.01% 472
2023
Q4 		$7.79K Buy
+72
New +$7.21K ﹤0.01% 447

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return