Core Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Core Wealth Partners’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	$544K	Buy	5,422 +98	+2%	+$9.79K	0.23%	99
2026 Q1	$536K	Sell	5,324 -3	-0.1%	-$306	0.25%	90
2025 Q4	$542K	Sell	5,327 -23	-0.4%	-$2.37K	0.24%	86
2025 Q3	$551K	Sell	5,350 -2,373	-31%	-$240K	0.25%	81
2025 Q2	$785K	Buy	7,723 +4,049	+110%	+$406K	0.4%	60
2025 Q1	$381K	Buy	3,674 +1,017	+38%	+$103K	0.22%	103
2024 Q4	$264K	Buy	+2,657	New	+$275K	0.15%	135

Other funds holding TLH

FFM

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

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

PAS

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

HCP

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

BEI

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

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

Core Wealth Partners's TLH Position: Q2 2026 in Review

Core Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.8% in Q2 2026, buying an estimated $9.79K and bringing the position to 5,422 shares worth $544K. The position accounts for 0.23% of the portfolio, ranked #99.

Core Wealth Partners first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $785K in Q2 2025. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Core Wealth Partners held 5,422 shares of iShares 10-20 Year Treasury Bond ETF worth $544K as of Q2 2026.
Core Wealth Partners bought 98 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.79K.
iShares 10-20 Year Treasury Bond ETF made up 0.23% of Core Wealth Partners's portfolio in Q2 2026, its #99 holding.
Core Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Core Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $785K in Q2 2025.
211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.