Commonwealth Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Commonwealth Financial Services’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	$2.96M	Sell	29,538 -133,799	-82%	-$13.4M	0.4%	53
2026 Q1	$16.5M	Sell	163,337 -45,533	-22%	-$4.65M	2.6%	8
2025 Q4	$21.2M	Buy	+208,870	New	+$21.5M	3.5%	6
2024 Q4	–	Sell	-2,230	Closed	-$244K	–	197
2024 Q3	$244K	Sell	2,230 -62,634	-97%	-$6.71M	0.05%	173
2024 Q2	$6.71M	Buy	+64,864	New	+$6.6M	1.38%	24

Other funds holding TLH

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Commonwealth Financial Services's TLH Position: Q2 2026 in Review

Commonwealth Financial Services reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 82% in Q2 2026, selling an estimated $13.4M and leaving 29,538 shares worth $2.96M. The position accounts for 0.4% of the portfolio, ranked #53.

Commonwealth Financial Services first reported a position in TLH in Q2 2024 and has held it in 5 quarters since. The position peaked at $21.2M in Q4 2025. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Commonwealth Financial Services held 29,538 shares of iShares 10-20 Year Treasury Bond ETF worth $2.96M as of Q2 2026.
Commonwealth Financial Services sold 133,799 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $13.4M.
iShares 10-20 Year Treasury Bond ETF made up 0.4% of Commonwealth Financial Services's portfolio in Q2 2026, its #53 holding.
Commonwealth Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 5 quarters since.
Commonwealth Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $21.2M in Q4 2025.
109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.