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Atwood & Palmer’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Atwood & Palmer’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 		$1.57K Hold
17
– – ﹤0.01% 453
2026
Q2 		$1.71K Hold
17
– – ﹤0.01% 443
2026
Q1 		$1.71K Buy
+17
New +$1.74K ﹤0.01% 448
2024
Q3 		– Sell
-40
Closed -$4.11K – 487
2024
Q2 		$4.11K Buy
+40
New +$4.07K ﹤0.01% 374

Other funds holding TLH

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Atwood & Palmer's TLH Position: Q3 2026 in Review

Atwood & Palmer held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q3 2026 at 17 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Atwood & Palmer first reported a position in TLH in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.11K in Q2 2024. 28 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Atwood & Palmer held 17 shares of iShares 10-20 Year Treasury Bond ETF worth $1.57K as of Q3 2026.
  • Atwood & Palmer left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #453 holding.
  • Atwood & Palmer first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Atwood & Palmer's iShares 10-20 Year Treasury Bond ETF position peaked at $4.11K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.