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 Q3	$1.99M	Buy	21,551 +2,130	+11%	+$206K	0.91%	21
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%	+$21.8K	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avid Wealth Partners's TLH Position: Q3 2026 in Review

Avid Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q3 2026, buying an estimated $206K and bringing the position to 21,551 shares worth $1.99M. The position accounts for 0.91% of the portfolio, ranked #21.

Avid Wealth Partners first reported a position in TLH in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.2M in Q1 2024. 310 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Avid Wealth Partners held 21,551 shares of iShares 10-20 Year Treasury Bond ETF worth $1.99M as of Q3 2026.
Avid Wealth Partners bought 2,130 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $206K.
iShares 10-20 Year Treasury Bond ETF made up 0.91% of Avid Wealth Partners's portfolio in Q3 2026, its #21 holding.
Avid Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Avid Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $4.2M in Q1 2024.
310 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.