CWA
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Centerline Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Centerline Wealth Advisors’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 		$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

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
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

Centerline Wealth Advisors's TLH Position: Q2 2026 in Review

Centerline Wealth Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.4% in Q2 2026, buying an estimated $71.5K and bringing the position to 31,175 shares worth $3.13M. The position accounts for 0.98% of the portfolio, ranked #25.

Centerline Wealth Advisors first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Centerline Wealth Advisors held 31,175 shares of iShares 10-20 Year Treasury Bond ETF worth $3.13M as of Q2 2026.
  • Centerline Wealth Advisors bought 716 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $71.5K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.98% of Centerline Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Centerline Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.