Clearstead Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Clearstead Trust’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	$502	Hold	5	–	–	﹤0.01%	950
2026 Q1	$504	Hold	5	–	–	﹤0.01%	969
2025 Q4	$509	Hold	5	–	–	﹤0.01%	981
2025 Q3	$515	Hold	5	–	–	﹤0.01%	1372
2025 Q2	$508	Buy	+5	New	+$502	﹤0.01%	1328
2023 Q4	–	Sell	-22	Closed	-$2.17K	–	469
2023 Q3	$2.17K	Hold	22	–	–	﹤0.01%	413
2023 Q2	$2.44K	Hold	22	–	–	﹤0.01%	357
2023 Q1	$2.52K	Hold	22	–	–	﹤0.01%	340
2022 Q4	$2K	Buy	+22	New	+$2.38K	﹤0.01%	363

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

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

Clearstead Trust's TLH Position: Q2 2026 in Review

Clearstead Trust held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 5 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #950.

Clearstead Trust first reported a position in TLH in Q4 2022 and has held it in 9 quarters since. The position peaked at $2.52K in Q1 2023. 612 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Clearstead Trust held 5 shares of iShares 10-20 Year Treasury Bond ETF worth $502 as of Q2 2026.
Clearstead Trust left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #950 holding.
Clearstead Trust first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 9 quarters since.
Clearstead Trust's iShares 10-20 Year Treasury Bond ETF position peaked at $2.52K in Q1 2023.
612 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.