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

Bravera Wealth’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 		$6.52K Hold
65
– – ﹤0.01% 290
2026
Q1 		$6.55K Hold
65
– – ﹤0.01% 319
2025
Q4 		$6.61K Buy
+65
New +$6.71K ﹤0.01% 319

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Portfolio Solutions
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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WG
Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Bravera Wealth's TLH Position: Q2 2026 in Review

Bravera Wealth held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 65 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Bravera Wealth first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.61K in Q4 2025. 212 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Bravera Wealth held 65 shares of iShares 10-20 Year Treasury Bond ETF worth $6.52K as of Q2 2026.
  • Bravera Wealth left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Bravera Wealth's portfolio in Q2 2026, its #290 holding.
  • Bravera Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $6.61K in Q4 2025.
  • 212 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.