COMPASS FINANCIAL MANAGEMENT LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$1.78M	Buy	+17,735	New	+$1.77M	0.21%	123

Other funds holding TLH

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TLH Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 17,735 shares worth $1.78M. The stake represents 0.21% of the portfolio and ranks #123 among its holdings.

491 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 17,735 shares of iShares 10-20 Year Treasury Bond ETF worth $1.78M as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.21% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #123 holding.
491 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.