Centerline Wealth Advisors’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
Q3
$3.74M Buy
40,585
+9,410
+30% +$910K 1.17% 24
2026
Q2
$3.13M Buy
31,175
+716
+2% +$71.5K 0.98% 25
2026
Q1
$3.07M Buy
30,459
+12,680
+71% +$1.29M 1.1% 26
2025
Q4
$1.81M Buy
+17,779
New +$1.83M 0.65% 28

Other funds holding TLH

Centerline Wealth Advisors's TLH Position: Q3 2026 in Review

Centerline Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 30% in Q3 2026, buying an estimated $910K and bringing the position to 40,585 shares worth $3.74M. The position accounts for 1.17% of the portfolio, ranked #24.

Centerline Wealth Advisors first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Centerline Wealth Advisors held 40,585 shares of iShares 10-20 Year Treasury Bond ETF worth $3.74M as of Q3 2026.
  • Centerline Wealth Advisors bought 9,410 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $910K.
  • iShares 10-20 Year Treasury Bond ETF made up 1.17% of Centerline Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • Centerline Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • 535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Centerline Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.