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

BCU 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	$1.53M	Buy	16,546 +208	+1%	+$20.1K	0.49%	17
2026 Q2	$1.64M	Sell	16,338 -3,296	-17%	-$329K	0.54%	19
2026 Q1	$1.98M	Buy	19,634 +341	+2%	+$34.8K	0.74%	15
2025 Q4	$1.96M	Sell	19,293 -142	-0.7%	-$14.7K	0.75%	16
2025 Q3	$2M	Buy	19,435 +3,569	+22%	+$361K	0.81%	17
2025 Q2	$1.61M	Buy	+15,866	New	+$1.59M	0.72%	18

Other funds holding TLH

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

BCU Wealth Advisors's TLH Position: Q3 2026 in Review

BCU Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.3% in Q3 2026, buying an estimated $20.1K and bringing the position to 16,546 shares worth $1.53M. The position accounts for 0.49% of the portfolio, ranked #17.

BCU Wealth Advisors first reported a position in TLH in Q2 2025 and has held it in 6 quarters since. The position peaked at $2M in Q3 2025. 140 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

BCU Wealth Advisors held 16,546 shares of iShares 10-20 Year Treasury Bond ETF worth $1.53M as of Q3 2026.
BCU Wealth Advisors bought 208 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $20.1K.
iShares 10-20 Year Treasury Bond ETF made up 0.49% of BCU Wealth Advisors's portfolio in Q3 2026, its #17 holding.
BCU Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
BCU Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2M in Q3 2025.
140 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.