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

Cerity Partners’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	$1.32M	Sell	13,128 -959	-7%	-$95.8K	﹤0.01%	1821
2026 Q1	$1.42M	Sell	14,087 -3,631	-20%	-$371K	﹤0.01%	1663
2025 Q4	$1.8M	Sell	17,718 -5,749	-24%	-$593K	﹤0.01%	1413
2025 Q3	$2.42M	Sell	23,467 -2,387	-9%	-$241K	﹤0.01%	1207
2025 Q2	$2.63M	Sell	25,854 -37,407	-59%	-$3.75M	﹤0.01%	1086
2025 Q1	$6.56M	Sell	63,261 -30,577	-33%	-$3.1M	0.01%	626
2024 Q4	$9.34M	Buy	93,838 +84,895	+949%	+$8.78M	0.02%	497
2024 Q3	$978K	Buy	8,943 +474	+6%	+$50.8K	﹤0.01%	1403
2024 Q2	$870K	Buy	8,469 +1,378	+19%	+$140K	﹤0.01%	1290
2024 Q1	$745K	Sell	7,091 -311	-4%	-$32.6K	﹤0.01%	1417
2023 Q4	$801K	Buy	+7,402	New	+$741K	﹤0.01%	1065

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cerity Partners's TLH Position: Q2 2026 in Review

Cerity Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.8% in Q2 2026, selling an estimated $95.8K and leaving 13,128 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Cerity Partners first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.34M in Q4 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Cerity Partners held 13,128 shares of iShares 10-20 Year Treasury Bond ETF worth $1.32M as of Q2 2026.
Cerity Partners sold 959 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $95.8K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1821 holding.
Cerity Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Cerity Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $9.34M in Q4 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.