Beaird Harris Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beaird Harris Wealth Management’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	$11.6K	Buy	+116	New	+$11.6K	﹤0.01%	379
2023 Q2	–	Sell	-8	Closed	-$897	–	461
2023 Q1	$946	Hold	8	–	–	﹤0.01%	412
2022 Q4	$888	Hold	8	–	–	﹤0.01%	643
2022 Q3	$1K	Buy	+8	New	+$947	﹤0.01%	465

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

Beaird Harris Wealth Management's TLH Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 116 shares worth $11.6K. The stake represents ﹤0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Beaird Harris Wealth Management previously reported a position in TLH as recently as Q1 2023.

Beaird Harris Wealth Management first reported a position in TLH in Q3 2022 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Beaird Harris Wealth Management held 116 shares of iShares 10-20 Year Treasury Bond ETF worth $11.6K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new Beaird Harris Wealth Management position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #379 holding.
Beaird Harris Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.