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

Angeles 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 Q3	$786K	Sell	8,530 -62,038	-88%	-$6M	0.03%	189
2026 Q2	$7.08M	Sell	70,568 -214	-0.3%	-$21.4K	0.32%	39
2026 Q1	$7.13M	Buy	70,782 +5,376	+8%	+$549K	0.39%	34
2025 Q4	$6.65M	Buy	65,406 +16,613	+34%	+$1.71M	0.37%	36
2025 Q3	$5.03M	Buy	48,793 +5,186	+12%	+$525K	0.31%	36
2025 Q2	$4.43M	Sell	43,607 -4,656	-10%	-$467K	0.3%	36
2025 Q1	$5.01M	Buy	48,263 +3,565	+8%	+$361K	0.42%	30
2024 Q4	$4.45M	Buy	44,698 +9,283	+26%	+$960K	0.37%	32
2024 Q3	$3.87M	Buy	+35,415	New	+$3.8M	0.33%	34

Other funds holding TLH

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Angeles Wealth Management's TLH Position: Q3 2026 in Review

Angeles Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 88% in Q3 2026, selling an estimated $6M and leaving 8,530 shares worth $786K. The position accounts for 0.03% of the portfolio, ranked #189.

Angeles Wealth Management first reported a position in TLH in Q3 2024 and has held it in 9 quarters since. The position peaked at $7.13M in Q1 2026. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Angeles Wealth Management held 8,530 shares of iShares 10-20 Year Treasury Bond ETF worth $786K as of Q3 2026.
Angeles Wealth Management sold 62,038 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $6M.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Angeles Wealth Management's portfolio in Q3 2026, its #189 holding.
Angeles Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
Angeles Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $7.13M in Q1 2026.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.