Arete Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Arete Wealth Advisors’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 Q1	$1.09M	Buy	10,847 +3,067	+39%	+$313K	0.08%	213
2025 Q4	$791K	Sell	7,780 -1,090	-12%	-$112K	0.05%	328
2025 Q3	$913K	Buy	8,870 +280	+3%	+$28.3K	0.06%	295
2025 Q2	$873K	Buy	8,590 +3,634	+73%	+$365K	0.06%	281
2025 Q1	$514K	Buy	+4,956	New	+$502K	0.04%	381
2023 Q3	–	Sell	-2,536	Closed	-$281K	–	696
2023 Q2	$281K	Sell	2,536 -126	-5%	-$14.1K	0.02%	511
2023 Q1	$305K	Sell	2,662 -291	-10%	-$32.7K	0.02%	470
2022 Q4	$319M	Buy	+2,953	New	+$320K	0.03%	440
2021 Q1	–	Sell	-2,456	Closed	-$391K	–	448
2020 Q4	$391K	Sell	2,456 -172	-7%	-$27.8K	0.06%	268
2020 Q3	$436K	Sell	2,628 -234	-8%	-$39.4K	0.07%	226
2020 Q2	$479K	Buy	2,862 +493	+21%	+$82.4K	0.08%	225
2020 Q1	$397K	Buy	+2,369	New	+$366K	0.08%	213

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Arete Wealth Advisors's TLH Position: Q1 2026 in Review

Arete Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 39% in Q1 2026, buying an estimated $313K and bringing the position to 10,847 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #213.

Arete Wealth Advisors first reported a position in TLH in Q1 2020 and has held it in 12 quarters since. The position peaked at $319M in Q4 2022. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Arete Wealth Advisors held 10,847 shares of iShares 10-20 Year Treasury Bond ETF worth $1.09M as of Q1 2026.
Arete Wealth Advisors bought 3,067 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $313K.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of Arete Wealth Advisors's portfolio in Q1 2026, its #213 holding.
Arete Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2020 and has held it in 12 quarters since.
Arete Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $319M in Q4 2022.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.