Avidian Wealth Enterprises’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Avidian Wealth Enterprises’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	$615K	Sell	6,131 -456	-7%	-$45.6K	0.02%	425
2026 Q1	$663K	Buy	6,587 +372	+6%	+$38K	0.02%	381
2025 Q4	$632K	Sell	6,215 -281	-4%	-$29K	0.02%	323
2025 Q3	$669K	Buy	6,496 +155	+2%	+$15.7K	0.03%	299
2025 Q2	$644K	Buy	6,341 +1,657	+35%	+$166K	0.03%	279
2025 Q1	$486K	Buy	4,684 +1,809	+63%	+$183K	0.02%	315
2024 Q4	$286K	Sell	2,875 -23	-0.8%	-$2.38K	0.01%	407
2024 Q3	$317K	Buy	2,898 +25	+0.9%	+$2.68K	0.01%	387
2024 Q2	$295K	Buy	+2,873	New	+$292K	0.01%	395
2023 Q3	–	Sell	-7,012	Closed	-$777K	–	425
2023 Q2	$777K	Sell	7,012 -86	-1%	-$9.64K	0.05%	215
2023 Q1	$813K	Sell	7,098 -2,061	-23%	-$232K	0.04%	230
2022 Q4	$991K	Buy	9,159 +2,298	+33%	+$249K	0.06%	181
2022 Q3	$748K	Buy	6,861 +139	+2%	+$16.4K	0.05%	181
2022 Q2	$808K	Buy	6,722 +1,131	+20%	+$139K	0.06%	191
2022 Q1	$753K	Buy	5,591 +3,292	+143%	+$461K	0.05%	236
2021 Q4	$341K	Buy	+2,299	New	+$340K	0.02%	378

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

Avidian Wealth Enterprises's TLH Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.9% in Q2 2026, selling an estimated $45.6K and leaving 6,131 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #425.

Avidian Wealth Enterprises first reported a position in TLH in Q4 2021 and has held it in 16 quarters since. The position peaked at $991K in Q4 2022. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Avidian Wealth Enterprises held 6,131 shares of iShares 10-20 Year Treasury Bond ETF worth $615K as of Q2 2026.
Avidian Wealth Enterprises sold 456 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $45.6K.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #425 holding.
Avidian Wealth Enterprises first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 16 quarters since.
Avidian Wealth Enterprises's iShares 10-20 Year Treasury Bond ETF position peaked at $991K in Q4 2022.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.