Collective Family Office’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Collective Family Office’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	$1.98M	Sell	21,449 -196	-0.9%	-$19K	0.41%	53
2026 Q2	$2.17M	Buy	21,645 +650	+3%	+$64.9K	0.44%	51
2026 Q1	$2.11M	Buy	20,995 +1,051	+5%	+$107K	0.48%	50
2025 Q4	$2.03M	Buy	19,944 +2,068	+12%	+$213K	0.47%	53
2025 Q3	$1.84M	Buy	17,876 +1,096	+7%	+$111K	0.44%	54
2025 Q2	$1.7M	Buy	16,780 +366	+2%	+$36.7K	0.44%	54
2025 Q1	$1.7M	Sell	16,414 -536	-3%	-$54.3K	0.46%	51
2024 Q4	$1.69M	Sell	16,950 -367	-2%	-$38K	0.46%	54
2024 Q3	$1.89M	Buy	17,317 +3,060	+21%	+$328K	0.51%	48
2024 Q2	$1.46M	Buy	14,257 +3,567	+33%	+$363K	0.43%	58
2024 Q1	$1.12M	Buy	+10,690	New	+$1.12M	0.36%	63

Other funds holding TLH

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $248M AUM 12.03% 1-Year Est. Return

CAM

Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Collective Family Office's TLH Position: Q3 2026 in Review

Collective Family Office reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.91% in Q3 2026, selling an estimated $19K and leaving 21,449 shares worth $1.98M. The position accounts for 0.41% of the portfolio, ranked #53.

Collective Family Office first reported a position in TLH in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.17M in Q2 2026. 45 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Collective Family Office held 21,449 shares of iShares 10-20 Year Treasury Bond ETF worth $1.98M as of Q3 2026.
Collective Family Office sold 196 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $19K.
iShares 10-20 Year Treasury Bond ETF made up 0.41% of Collective Family Office's portfolio in Q3 2026, its #53 holding.
Collective Family Office first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Collective Family Office's iShares 10-20 Year Treasury Bond ETF position peaked at $2.17M in Q2 2026.
45 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.