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Walkner Condon Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Walkner Condon Financial 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
Q3 		– Sell
-12,015
Closed -$1.22M – 310
2025
Q2 		$1.22M Buy
+12,015
New +$1.21M 0.22% 89
2025
Q1 		– Sell
-2,166
Closed -$216K – 300
2024
Q4 		$216K Buy
+2,166
New +$224K 0.04% 256

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

Walkner Condon Financial Advisors's TLH Position: Q3 2025 in Review

Walkner Condon Financial Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2025, closing a stake of 12,015 shares — an estimated $1.22M sold.

Walkner Condon Financial Advisors first reported a position in TLH in Q4 2024 and held it in 2 quarters. The position peaked at $1.22M in Q2 2025. 572 funds tracked by Wall St. Rank hold TLH as of Q3 2025.

  • Walkner Condon Financial Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 12,015 iShares 10-20 Year Treasury Bond ETF shares in Q3 2025, an estimated $1.22M.
  • Walkner Condon Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
  • Walkner Condon Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.22M in Q2 2025.
  • 572 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.