AE Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

AE Wealth Management’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	$1.7M	Buy	16,990 +7,419	+78%	+$741K	0.01%	715
2026 Q1	$964K	Sell	9,571 -5,800	-38%	-$592K	0.01%	843
2025 Q4	$1.56M	Buy	15,371 +1,303	+9%	+$134K	0.01%	682
2025 Q3	$1.45M	Buy	14,068 +8,847	+169%	+$895K	0.01%	653
2025 Q2	$530K	Buy	5,221 +1,242	+31%	+$125K	﹤0.01%	907
2025 Q1	$413K	Buy	3,979 +2,076	+109%	+$210K	﹤0.01%	975
2024 Q4	$189K	Sell	1,903 -75	-4%	-$7.76K	﹤0.01%	1288
2024 Q3	$216K	Buy	+1,978	New	+$212K	﹤0.01%	1149
2024 Q2	–	Sell	-2,640	Closed	-$277K	–	1278
2024 Q1	$277K	Sell	2,640 -2,417	-48%	-$253K	﹤0.01%	985
2023 Q4	$527K	Buy	5,057 +1,399	+38%	+$140K	﹤0.01%	1406
2023 Q3	$360K	Sell	3,658 -74,693	-95%	-$7.85M	﹤0.01%	1528
2023 Q2	$8.68M	Buy	78,351 +36,443	+87%	+$4.09M	0.05%	400
2023 Q1	$4.8M	Sell	41,908 -6,953	-14%	-$782K	0.03%	519
2022 Q4	$5.29M	Buy	48,861 +17,306	+55%	+$1.88M	0.04%	469
2022 Q3	$3.44M	Buy	31,555 +3,422	+12%	+$405K	0.03%	526
2022 Q2	$3.38M	Buy	28,133 +1,102	+4%	+$135K	0.03%	502
2022 Q1	$3.64M	Buy	27,031 +13,979	+107%	+$1.96M	0.03%	531
2021 Q4	$1.94M	Buy	13,052 +566	+5%	+$83.8K	0.01%	708
2021 Q3	$1.84M	Buy	+12,486	New	+$1.88M	0.02%	674
2021 Q1	–	Sell	-1,538	Closed	-$245K	–	1569
2020 Q4	$245K	Buy	+1,538	New	+$249K	﹤0.01%	1213
2020 Q3	–	Sell	-1,360	Closed	-$228K	–	1378
2020 Q2	$228K	Buy	+1,360	New	+$227K	﹤0.01%	1115
2017 Q2	–	Sell	-10,296	Closed	-$1.38M	–	387
2017 Q1	$1.38M	Buy	+10,296	New	+$1.38M	0.26%	75

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AE Wealth Management's TLH Position: Q2 2026 in Review

AE Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 78% in Q2 2026, buying an estimated $741K and bringing the position to 16,990 shares worth $1.7M. The position accounts for 0.01% of the portfolio, ranked #715.

AE Wealth Management first reported a position in TLH in Q1 2017 and has held it in 22 quarters since. The position peaked at $8.68M in Q2 2023. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

AE Wealth Management held 16,990 shares of iShares 10-20 Year Treasury Bond ETF worth $1.7M as of Q2 2026.
AE Wealth Management bought 7,419 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $741K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #715 holding.
AE Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2017 and has held it in 22 quarters since.
AE Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $8.68M in Q2 2023.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.