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 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

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

BCU Wealth Advisors's TLH Position: Q2 2026 in Review

BCU Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, selling an estimated $329K and leaving 16,338 shares worth $1.64M. The position accounts for 0.54% of the portfolio, ranked #19.

BCU Wealth Advisors first reported a position in TLH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2M in Q3 2025. 123 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

BCU Wealth Advisors held 16,338 shares of iShares 10-20 Year Treasury Bond ETF worth $1.64M as of Q2 2026.
BCU Wealth Advisors sold 3,296 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $329K.
iShares 10-20 Year Treasury Bond ETF made up 0.54% of BCU Wealth Advisors's portfolio in Q2 2026, its #19 holding.
BCU Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
BCU Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2M in Q3 2025.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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