B. Riley Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

B. Riley Wealth Advisors’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	$1.62M	Buy	17,572 +1,126	+7%	+$109K	0.06%	266
2026 Q2	$1.67M	Sell	16,446 -3,008	-15%	-$301K	0.09%	208
2026 Q1	$1.96M	Sell	19,454 -1,663	-8%	-$170K	0.12%	164
2025 Q4	$2.15M	Sell	21,117 -1,133	-5%	-$117K	0.1%	194
2025 Q3	$2.29M	Buy	22,250 +2,210	+11%	+$224K	0.11%	185
2025 Q2	$2.04M	Sell	20,040 -28,936	-59%	-$2.9M	0.1%	206
2025 Q1	$5.08M	Buy	48,976 +43,075	+730%	+$4.37M	0.15%	151
2024 Q4	$587K	Sell	5,901 -35,608	-86%	-$3.68M	0.02%	637
2024 Q3	$4.52M	Buy	41,509 +28,582	+221%	+$3.06M	0.13%	176
2024 Q2	$1.33M	Buy	12,927 +904	+8%	+$92K	0.03%	450
2024 Q1	$1.18M	Sell	12,023 -3,854	-24%	-$404K	0.03%	475
2023 Q4	$1.72M	Buy	15,877 +3,854	+32%	+$386K	0.05%	394
2023 Q3	$1.18M	Sell	12,023 -25,746	-68%	-$2.7M	0.03%	475
2023 Q2	$4.18M	Sell	37,769 -6,461	-15%	-$724K	0.09%	218
2023 Q1	$5.07M	Buy	44,230 +7,031	+19%	+$791K	0.14%	170
2022 Q4	$4.02M	Buy	37,199 +8,745	+31%	+$948K	0.11%	199
2022 Q3	$3.1M	Buy	28,454 +6,042	+27%	+$715K	0.09%	222
2022 Q2	$2.69M	Buy	22,412 +2,324	+12%	+$285K	0.11%	186
2022 Q1	$2.7M	Buy	20,088 +16,834	+517%	+$2.36M	0.09%	236
2021 Q4	$483K	Buy	3,254 +650	+25%	+$96.2K	0.01%	826
2021 Q3	$383K	Buy	+2,604	New	+$392K	0.01%	914
2015 Q1	–	Sell	-20	Closed	-$3K	–	1855
2014 Q4	$3K	Buy	+20	New	+$2.67K	﹤0.01%	3326
2014 Q3	–	Sell	-25	Closed	-$3.23K	–	1772
2014 Q2	$3.23K	Buy	+25	New	+$3.2K	﹤0.01%	2153
2013 Q3	–	Sell	-1,434	Closed	-$182K	–	743
2013 Q2	$182K	Buy	+1,434	New	+$190K	0.06%	366

Other funds holding TLH

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

B. Riley Wealth Advisors's TLH Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.8% in Q3 2026, buying an estimated $109K and bringing the position to 17,572 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #266.

B. Riley Wealth Advisors first reported a position in TLH in Q2 2013 and has held it in 24 quarters since. The position peaked at $5.08M in Q1 2025. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

B. Riley Wealth Advisors held 17,572 shares of iShares 10-20 Year Treasury Bond ETF worth $1.62M as of Q3 2026.
B. Riley Wealth Advisors bought 1,126 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $109K.
iShares 10-20 Year Treasury Bond ETF made up 0.06% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #266 holding.
B. Riley Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and has held it in 24 quarters since.
B. Riley Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $5.08M in Q1 2025.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.