Confluence Wealth Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Confluence Wealth 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	$448K	Buy	+4,461	New	+$446K	0.01%	349

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services

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

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

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

Confluence Wealth Services's TLH Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 4,461 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #349 among its holdings.

211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Confluence Wealth Services held 4,461 shares of iShares 10-20 Year Treasury Bond ETF worth $448K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new Confluence Wealth Services position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #349 holding.
211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.