5T Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

5T Wealth’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 Q2	$3.12M	Sell	31,082 -18,286	-37%	-$1.83M	1.16%	23
2026 Q1	$4.97M	Buy	49,368 +3,273	+7%	+$334K	1.96%	12
2025 Q4	$4.69M	Sell	46,095 -9,373	-17%	-$967K	1.87%	13
2025 Q3	$5.71M	Buy	55,468 +5,648	+11%	+$571K	2.49%	10
2025 Q2	$5.06M	Buy	49,820 +9,042	+22%	+$907K	2.4%	12
2025 Q1	$4.23M	Buy	40,778 +11,516	+39%	+$1.17M	2.27%	11
2024 Q4	$2.91M	Buy	+29,262	New	+$3.03M	1.59%	16

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

5T Wealth's TLH Position: Q2 2026 in Review

5T Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 37% in Q2 2026, selling an estimated $1.83M and leaving 31,082 shares worth $3.12M. The position accounts for 1.16% of the portfolio, ranked #23.

5T Wealth first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.71M in Q3 2025. 231 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

5T Wealth held 31,082 shares of iShares 10-20 Year Treasury Bond ETF worth $3.12M as of Q2 2026.
5T Wealth sold 18,286 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.83M.
iShares 10-20 Year Treasury Bond ETF made up 1.16% of 5T Wealth's portfolio in Q2 2026, its #23 holding.
5T Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
5T Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $5.71M in Q3 2025.
231 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.