CWP
TLH icon

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

Clark Wealth 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
Q1 		– Sell
-19
Closed -$1.93K – 647
2025
Q4 		$1.93K Hold
19
– – ﹤0.01% 436
2025
Q3 		$1.93K Buy
19
+6
+46% +$607 ﹤0.01% 436
2025
Q2 		$1.32K Sell
13
-158
-92% -$15.9K ﹤0.01% 415
2025
Q1 		$17.7K Buy
+171
New +$17.3K 0.01% 159

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Clark Wealth Partners's TLH Position: Q1 2026 in Review

Clark Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 19 shares — an estimated $1.93K sold.

Clark Wealth Partners first reported a position in TLH in Q1 2025 and held it in 4 quarters. The position peaked at $17.7K in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Clark Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 19 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.93K.
  • Clark Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and held it in 4 quarters.
  • Clark Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $17.7K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Clark Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.