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 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	Buy	+20,040	New	+$2.01M	0.1%	206
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	-$3	–	1855
2014 Q4	$3	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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

B. Riley Wealth Advisors's TLH Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q2 2026, selling an estimated $301K and leaving 16,446 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #208.

B. Riley Wealth Advisors first reported a position in TLH in Q2 2013 and has held it in 22 quarters since. The position peaked at $5.07M in Q1 2023. 123 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

B. Riley Wealth Advisors held 16,446 shares of iShares 10-20 Year Treasury Bond ETF worth $1.67M as of Q2 2026.
B. Riley Wealth Advisors sold 3,008 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $301K.
iShares 10-20 Year Treasury Bond ETF made up 0.09% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #208 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 22 quarters since.
B. Riley Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $5.07M in Q1 2023.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.