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WealthShield Partners’s
iShares 10-20 Year Treasury Bond ETF
TLH
Stock Holding History
WealthShield Partners’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
$3.56M
Sell
35,303
-15,397
-30%
-$1.57M
0.4%
68
2025
Q4
$5.15M
Sell
50,700
-2,187
-4%
-$226K
0.57%
50
2025
Q3
$5.45M
Buy
52,887
+10,329
+24%
+$1.04M
0.62%
44
2025
Q2
$4.32M
Buy
42,558
+9,995
+31%
+$1M
0.52%
52
2025
Q1
$3.38M
Buy
32,563
+18,168
+126%
+$1.84M
0.44%
62
2024
Q4
$1.43M
Sell
14,395
-1,269
-8%
-$131K
0.2%
119
2024
Q3
$1.71M
Buy
15,664
+1,362
+10%
+$146K
0.23%
109
2024
Q2
$1.47M
Sell
14,302
-1,801
-11%
-$183K
0.22%
116
2024
Q1
$1.69M
Sell
16,103
-1,603
-9%
-$168K
0.27%
106
2023
Q4
$1.92M
Buy
17,706
+16,193
+1,070%
+$1.62M
0.32%
93
2023
Q3
$149K
Sell
1,513
-7,560
-83%
-$794K
0.02%
307
2023
Q2
$1.01M
Sell
9,073
-399
-4%
-$44.7K
0.15%
145
2023
Q1
$1.08M
Sell
9,472
-3,116
-25%
-$350K
0.17%
139
2022
Q4
$1.36M
Buy
12,588
+5,882
+88%
+$638K
0.26%
108
2022
Q3
$731K
Buy
6,706
+159
+2%
+$18.8K
0.15%
164
2022
Q2
$787K
Buy
6,547
+1,564
+31%
+$192K
0.16%
156
2022
Q1
$671K
Buy
+4,983
New
+$698K
0.11%
194
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Portfolio Solutions
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$18.1B AUM
15%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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