RAFFA WEALTH MANAGEMENT, LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

RAFFA WEALTH MANAGEMENT, 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	-1,687	Closed	-$171K	–	1212
2025 Q2	$171K	Buy	+1,687	New	+$169K	0.03%	95
2024 Q4	–	Sell	-40	Closed	-$4.33K	–	1138
2024 Q3	$4.33K	Hold	40	–	–	﹤0.01%	446
2024 Q2	$4.06K	Sell	40 -21	-34%	-$2.14K	﹤0.01%	574
2024 Q1	$6.37K	Buy	+61	New	+$6.39K	﹤0.01%	483
2016 Q2	–	Sell	-228	Closed	-$32.3K	–	880
2016 Q1	$32.3K	Buy	+228	New	+$31.8K	0.02%	117

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's TLH Position: Q3 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 1,687 shares — an estimated $171K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in TLH in Q1 2016 and held it in 5 quarters. The position peaked at $171K in Q2 2025. 569 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1,687 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $171K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2016 and held it in 5 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $171K in Q2 2025.
569 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2025, filed 27 Jul 2026.