C1AG
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Client 1st Advisory Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Client 1st Advisory Group’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
Q3 		$203K Sell
2,202
-583
-21% -$56.4K 0.05% 140
2026
Q2 		$279K Sell
2,785
-197
-7% -$19.7K 0.07% 118
2026
Q1 		$300K Sell
2,982
-37
-1% -$3.78K 0.09% 106
2025
Q4 		$307K Sell
3,019
-165
-5% -$17K 0.1% 104
2025
Q3 		$328K Sell
3,184
-311
-9% -$31.5K 0.11% 97
2025
Q2 		$355K Sell
3,495
-371
-10% -$37.2K 0.13% 84
2025
Q1 		$401K Sell
3,866
-53
-1% -$5.37K 0.16% 70
2024
Q4 		$390K Sell
3,919
-910
-19% -$94.2K 0.15% 76
2024
Q3 		$528K Sell
4,829
-1,053
-18% -$113K 0.21% 58
2024
Q2 		$604K Sell
5,882
-2,539
-30% -$258K 0.26% 45
2024
Q1 		$885K Sell
8,421
-1,656
-16% -$173K 0.4% 34
2023
Q4 		$1.09M Sell
10,077
-4,294
-30% -$430K 0.53% 28
2023
Q3 		$1.42M Sell
14,371
-6,117
-30% -$643K 0.75% 24
2023
Q2 		$2.27M Sell
20,488
-2,617
-11% -$293K 1.2% 20
2023
Q1 		$2.65M Buy
23,105
+8,086
+54% +$909K 1.44% 14
2022
Q4 		$1.62M Buy
15,019
+3,349
+29% +$363K 0.95% 20
2022
Q3 		$1.27M Buy
11,670
+186
+2% +$22K 0.79% 22
2022
Q2 		$1.38M Sell
11,484
-47
-0.4% -$5.77K 0.82% 20
2022
Q1 		$1.55M Buy
11,531
+969
+9% +$136K 0.76% 22
2021
Q4 		$1.57M Buy
10,562
+4,736
+81% +$701K 0.77% 21
2021
Q3 		$857K Buy
+5,826
New +$878K 0.44% 34

Other funds holding TLH

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
PC
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
WG
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return
Goelzer Investment Management
Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Client 1st Advisory Group's TLH Position: Q3 2026 in Review

Client 1st Advisory Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q3 2026, selling an estimated $56.4K and leaving 2,202 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #140.

Client 1st Advisory Group first reported a position in TLH in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.65M in Q1 2023. 123 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Client 1st Advisory Group held 2,202 shares of iShares 10-20 Year Treasury Bond ETF worth $203K as of Q3 2026.
  • Client 1st Advisory Group sold 583 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $56.4K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.05% of Client 1st Advisory Group's portfolio in Q3 2026, its #140 holding.
  • Client 1st Advisory Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 21 quarters since.
  • Client 1st Advisory Group's iShares 10-20 Year Treasury Bond ETF position peaked at $2.65M in Q1 2023.
  • 123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Client 1st Advisory Group's 13F filing for Q3 2026, filed 19 Oct 2026.