Cetera Investment Advisers
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Cetera Investment Advisers’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Cetera Investment Advisers’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 		$167M Sell
1,662,099
-444,153
-21% -$44.4M 0.15% 117
2026
Q1 		$212M Sell
2,106,252
-373,574
-15% -$38.1M 0.23% 85
2025
Q4 		$252M Buy
2,479,826
+109,362
+5% +$11.3M 0.28% 68
2025
Q3 		$244M Buy
2,370,464
+675,451
+40% +$68.3M 0.28% 61
2025
Q2 		$172M Buy
1,695,013
+376,115
+29% +$37.7M 0.29% 65
2025
Q1 		$137M Buy
1,318,898
+653,725
+98% +$66.3M 0.27% 73
2024
Q4 		$66.2M Sell
665,173
-10,145
-2% -$1.05M 0.14% 151
2024
Q3 		$73.8M Buy
675,318
+246,154
+57% +$26.4M 0.16% 131
2024
Q2 		$44.1M Sell
429,164
-41,600
-9% -$4.23M 0.1% 192
2024
Q1 		$49.4M Buy
470,764
+317,064
+206% +$33.2M 0.12% 166
2023
Q4 		$16.6M Buy
153,700
+39,891
+35% +$3.99M 0.14% 144
2023
Q3 		$11.2M Sell
113,809
-165,416
-59% -$17.4M 0.1% 193
2023
Q2 		$30.9M Buy
279,225
+1,045
+0.4% +$117K 0.26% 65
2023
Q1 		$31.9M Buy
278,180
+13,680
+5% +$1.54M 0.28% 62
2022
Q4 		$28.6M Buy
264,500
+237,504
+880% +$25.7M 0.27% 69
2022
Q3 		$2.94M Buy
26,996
+7,098
+36% +$840K 0.06% 340
2022
Q2 		$2.39M Buy
19,898
+4,421
+29% +$542K 0.04% 468
2022
Q1 		$2.08M Buy
15,477
+9,453
+157% +$1.32M 0.03% 548
2021
Q4 		$894K Sell
6,024
-4,807
-44% -$712K 0.01% 855
2021
Q3 		$1.59M Buy
10,831
+2,183
+25% +$329K 0.03% 601
2021
Q2 		$1.27M Buy
8,648
+3,781
+78% +$542K 0.02% 683
2021
Q1 		$682K Sell
4,867
-3,908
-45% -$580K 0.01% 824
2020
Q4 		$1.4M Buy
8,775
+5,791
+194% +$937K 0.03% 553
2020
Q3 		$497K Sell
2,984
-142
-5% -$23.9K 0.04% 385
2020
Q2 		$523K Buy
+3,126
New +$522K 0.05% 346

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cetera Investment Advisers's TLH Position: Q2 2026 in Review

Cetera Investment Advisers reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q2 2026, selling an estimated $44.4M and leaving 1,662,099 shares worth $167M. The position accounts for 0.15% of the portfolio, ranked #117.

Cetera Investment Advisers first reported a position in TLH in Q2 2020 and has held it in 25 quarters since. The position peaked at $252M in Q4 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Cetera Investment Advisers held 1,662,099 shares of iShares 10-20 Year Treasury Bond ETF worth $167M as of Q2 2026.
  • Cetera Investment Advisers sold 444,153 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $44.4M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.15% of Cetera Investment Advisers's portfolio in Q2 2026, its #117 holding.
  • Cetera Investment Advisers first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and has held it in 25 quarters since.
  • Cetera Investment Advisers's iShares 10-20 Year Treasury Bond ETF position peaked at $252M in Q4 2025.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.