Advus Financial Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Advus Financial 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 Q3	$4.03M	Buy	43,670 +766	+2%	+$74.1K	1.13%	20
2026 Q2	$4.31M	Buy	42,904 +1,569	+4%	+$157K	1.23%	18
2026 Q1	$4.16M	Buy	41,335 +1,619	+4%	+$165K	1.58%	17
2025 Q4	$4.04M	Buy	39,716 +1,062	+3%	+$110K	1.45%	18
2025 Q3	$3.98M	Buy	38,654 +14,554	+60%	+$1.47M	1.48%	18
2025 Q2	$2.45M	Buy	24,100 +17,279	+253%	+$1.73M	0.97%	21
2025 Q1	$708K	Buy	+6,821	New	+$691K	0.3%	38
2023 Q3	–	Sell	-21,232	Closed	-$2.35M	–	60
2023 Q2	$2.35M	Sell	21,232 -757	-3%	-$84.9K	1.25%	21
2023 Q1	$2.52M	Buy	21,989 +14,330	+187%	+$1.61M	1.38%	22
2022 Q4	$829K	Buy	7,659 +1,847	+32%	+$200K	0.47%	31
2022 Q3	$633K	Buy	5,812 +604	+12%	+$71.5K	0.45%	32
2022 Q2	$626K	Buy	5,208 +2,731	+110%	+$335K	0.43%	30
2022 Q1	$333K	Buy	+2,477	New	+$347K	0.23%	45

Other funds holding TLH

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 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

Advus Financial Partners's TLH Position: Q3 2026 in Review

Advus Financial Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.8% in Q3 2026, buying an estimated $74.1K and bringing the position to 43,670 shares worth $4.03M. The position accounts for 1.13% of the portfolio, ranked #20.

Advus Financial Partners first reported a position in TLH in Q1 2022 and has held it in 13 quarters since. The position peaked at $4.31M in Q2 2026. 151 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Advus Financial Partners held 43,670 shares of iShares 10-20 Year Treasury Bond ETF worth $4.03M as of Q3 2026.
Advus Financial Partners bought 766 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $74.1K.
iShares 10-20 Year Treasury Bond ETF made up 1.13% of Advus Financial Partners's portfolio in Q3 2026, its #20 holding.
Advus Financial Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 13 quarters since.
Advus Financial Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $4.31M in Q2 2026.
151 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Advus Financial Partners's 13F filing for Q3 2026, filed 20 Oct 2026.