CWMK
TLH icon

Caliber Wealth Management (Kansas)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Caliber Wealth Management (Kansas)’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 		$351K Sell
3,498
-1,328
-28% -$133K 0.03% 221
2026
Q1 		$486K Buy
4,826
+1,065
+28% +$109K 0.05% 174
2025
Q4 		$382K Buy
3,761
+551
+17% +$56.8K 0.04% 196
2025
Q3 		$331K Buy
3,210
+622
+24% +$62.9K 0.04% 200
2025
Q2 		$263K Buy
+2,588
New +$260K 0.03% 244

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s TLH Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 28% in Q2 2026, selling an estimated $133K and leaving 3,498 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #221.

Caliber Wealth Management (Kansas) first reported a position in TLH in Q2 2025 and has held it in 5 quarters since. The position peaked at $486K in Q1 2026. 266 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,498 shares of iShares 10-20 Year Treasury Bond ETF worth $351K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 1,328 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $133K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #221 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares 10-20 Year Treasury Bond ETF position peaked at $486K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.