Core Wealth Advisors (Indiana)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Core Wealth Advisors (Indiana)’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	$4.03M	Sell	40,112 -17,354	-30%	-$1.73M	2.97%	11
2026 Q1	$5.79M	Sell	57,466 -2,448	-4%	-$250K	4.45%	8
2025 Q4	$6.09M	Buy	+59,914	New	+$6.18M	4.8%	9

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

Core Wealth Advisors (Indiana)'s TLH Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 30% in Q2 2026, selling an estimated $1.73M and leaving 40,112 shares worth $4.03M. The position accounts for 2.97% of the portfolio, ranked #11.

Core Wealth Advisors (Indiana) first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.09M in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Core Wealth Advisors (Indiana) held 40,112 shares of iShares 10-20 Year Treasury Bond ETF worth $4.03M as of Q2 2026.
Core Wealth Advisors (Indiana) sold 17,354 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.73M.
iShares 10-20 Year Treasury Bond ETF made up 2.97% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #11 holding.
Core Wealth Advisors (Indiana) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
Core Wealth Advisors (Indiana)'s iShares 10-20 Year Treasury Bond ETF position peaked at $6.09M in Q4 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.