AWE
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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
Q3 		$608K Buy
6,602
+471
+8% +$45.6K 0.02% 436
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 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
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Avidian Wealth Enterprises's TLH Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.7% in Q3 2026, buying an estimated $45.6K and bringing the position to 6,602 shares worth $608K. The position accounts for 0.02% of the portfolio, ranked #436.

Avidian Wealth Enterprises first reported a position in TLH in Q4 2021 and has held it in 17 quarters since. The position peaked at $991K in Q4 2022. 33 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Avidian Wealth Enterprises held 6,602 shares of iShares 10-20 Year Treasury Bond ETF worth $608K as of Q3 2026.
  • Avidian Wealth Enterprises bought 471 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $45.6K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #436 holding.
  • Avidian Wealth Enterprises first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Avidian Wealth Enterprises's iShares 10-20 Year Treasury Bond ETF position peaked at $991K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.