TWM
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Trinity Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Trinity Wealth 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
Q4 		– Sell
-1,984
Closed -$204K – 74
2025
Q3 		$204K Sell
1,984
-6
-0.3% -$607 0.08% 65
2025
Q2 		$202K Buy
1,990
+26
+1% +$2.61K 0.08% 61
2025
Q1 		$204K Sell
1,964
-291
-13% -$29.5K 0.09% 53
2024
Q4 		$224K Buy
2,255
+164
+8% +$17K 0.1% 54
2024
Q3 		$229K Buy
+2,091
New +$224K 0.1% 53

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Trinity Wealth Management's TLH Position: Q4 2025 in Review

Trinity Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q4 2025, closing a stake of 1,984 shares — an estimated $204K sold.

Trinity Wealth Management first reported a position in TLH in Q3 2024 and held it in 5 quarters. The position peaked at $229K in Q3 2024. 647 funds tracked by Wall St. Rank hold TLH as of Q4 2025.

  • Trinity Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Trinity Wealth Management sold 1,984 iShares 10-20 Year Treasury Bond ETF shares in Q4 2025, an estimated $204K.
  • Trinity Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and held it in 5 quarters.
  • Trinity Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $229K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q4 2025.

Based on Trinity Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.