AWP
TLH icon

Avid Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Avid Wealth Partners’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 		$1.95M Buy
19,421
+1,243
+7% +$124K 0.94% 22
2026
Q1 		$1.83M Sell
18,178
-4,631
-20% -$473K 0.87% 22
2025
Q4 		$2.32M Sell
22,809
-8,894
-28% -$918K 1.13% 20
2025
Q3 		$3.27M Buy
31,703
+216
+0.7% +$21.9K 1.62% 19
2025
Q2 		$3.2M Buy
31,487
+4,731
+18% +$475K 1.83% 18
2025
Q1 		$2.78M Buy
26,756
+5,355
+25% +$543K 1.88% 18
2024
Q4 		$2.13M Buy
21,401
+1,162
+6% +$120K 1.51% 17
2024
Q3 		$2.21M Sell
20,239
-16,651
-45% -$1.78M 1.57% 18
2024
Q2 		$3.79M Sell
36,890
-3,121
-8% -$318K 2.94% 13
2024
Q1 		$4.2M Buy
+40,011
New +$4.19M 3.38% 12

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

Avid Wealth Partners's TLH Position: Q2 2026 in Review

Avid Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.8% in Q2 2026, buying an estimated $124K and bringing the position to 19,421 shares worth $1.95M. The position accounts for 0.94% of the portfolio, ranked #22.

Avid Wealth Partners first reported a position in TLH in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.2M in Q1 2024. 334 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Avid Wealth Partners held 19,421 shares of iShares 10-20 Year Treasury Bond ETF worth $1.95M as of Q2 2026.
  • Avid Wealth Partners bought 1,243 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $124K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.94% of Avid Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Avid Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Avid Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $4.2M in Q1 2024.
  • 334 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.