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Avantra Family Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Avantra Family Wealth’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 		$601K Sell
5,990
-433
-7% -$43.3K 0.38% 86
2026
Q1 		$647K Buy
6,423
+32
+0.5% +$3.27K 0.48% 64
2025
Q4 		$650K Sell
6,391
-5
-0.1% -$516 0.47% 62
2025
Q3 		$659K Buy
6,396
+1,866
+41% +$189K 0.49% 60
2025
Q2 		$460K Buy
+4,530
New +$455K 0.38% 75

Other funds holding TLH

Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Avantra Family Wealth's TLH Position: Q2 2026 in Review

Avantra Family Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.7% in Q2 2026, selling an estimated $43.3K and leaving 5,990 shares worth $601K. The position accounts for 0.38% of the portfolio, ranked #86.

Avantra Family Wealth first reported a position in TLH in Q2 2025 and has held it in 5 quarters since. The position peaked at $659K in Q3 2025. 406 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Avantra Family Wealth held 5,990 shares of iShares 10-20 Year Treasury Bond ETF worth $601K as of Q2 2026.
  • Avantra Family Wealth sold 433 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $43.3K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.38% of Avantra Family Wealth's portfolio in Q2 2026, its #86 holding.
  • Avantra Family Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Avantra Family Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $659K in Q3 2025.
  • 406 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.