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

STACKSTONE WEALTH, 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
2026 Q3	$237K	Buy	+2,568	New	+$248K	0.02%	309

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

STACKSTONE WEALTH, LLC's TLH Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 2,568 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #309 among its holdings.

140 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

STACKSTONE WEALTH, LLC held 2,568 shares of iShares 10-20 Year Treasury Bond ETF worth $237K as of Q3 2026.
iShares 10-20 Year Treasury Bond ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #309 holding.
140 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.