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 Q2	–	Sell	-10,847	Closed	-$1.09M	–	365
2026 Q1	$1.09M	Buy	+10,847	New	+$1.11M	0.08%	213
2025 Q4	–	Sell	-8,870	Closed	-$913K	–	715
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	$319K	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 $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

Arete Wealth Advisors's TLH Position: Q2 2026 in Review

Arete Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 10,847 shares — an estimated $1.09M sold.

Arete Wealth Advisors first reported a position in TLH in Q1 2020 and held it in 11 quarters. The position peaked at $1.09M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Arete Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Arete Wealth Advisors sold 10,847 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.09M.
Arete Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2020 and held it in 11 quarters.
Arete Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.09M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.