Cascade Financial Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.5M Buy
154,327
+28,282
+22% +$2.83M 1.34% 16
2026
Q1
$12.7M Buy
+126,045
New +$12.9M 1.31% 17

Other funds holding TLH

Cascade Financial Partners's TLH Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, buying an estimated $2.83M and bringing the position to 154,327 shares worth $15.5M. The position accounts for 1.34% of the portfolio, ranked #16.

Cascade Financial Partners first reported a position in TLH in Q1 2026 and has held it in 2 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Cascade Financial Partners held 154,327 shares of iShares 10-20 Year Treasury Bond ETF worth $15.5M as of Q2 2026.
  • Cascade Financial Partners bought 28,282 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.83M.
  • iShares 10-20 Year Treasury Bond ETF made up 1.34% of Cascade Financial Partners's portfolio in Q2 2026, its #16 holding.
  • Cascade Financial Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.