Cresta Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Cresta Advisors’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	$4.12M	Sell	44,734 -10,374	-19%	-$1M	1.8%	16
2026 Q2	$5.53M	Buy	55,108 +3,504	+7%	+$350K	1.99%	13
2026 Q1	$5.2M	Buy	51,604 +1,064	+2%	+$109K	2.13%	13
2025 Q4	$5.14M	Buy	50,540 +2,985	+6%	+$308K	2.15%	12
2025 Q3	$4.9M	Buy	47,555 +5,712	+14%	+$578K	2.19%	12
2025 Q2	$4.25M	Sell	41,843 -611	-1%	-$61.3K	2.07%	11
2025 Q1	$4.4M	Sell	42,454 -10,466	-20%	-$1.06M	2.28%	11
2024 Q4	$5.79M	Hold	52,920	–	–	3.03%	11
2024 Q3	$5.79M	Buy	52,920 +2,672	+5%	+$286K	3.03%	11
2024 Q2	$5.16M	Buy	50,248 +1,299	+3%	+$132K	3.06%	11
2024 Q1	$5.14M	Buy	48,949 +1,932	+4%	+$202K	3.26%	11
2023 Q4	$5.09M	Buy	47,017 +1,750	+4%	+$175K	3.39%	10
2023 Q3	$4.46M	Buy	45,267 +6,794	+18%	+$714K	3.45%	10
2023 Q2	$4.26M	Buy	+38,473	New	+$4.31M	3.31%	10

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

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

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Cresta Advisors's TLH Position: Q3 2026 in Review

Cresta Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 19% in Q3 2026, selling an estimated $1M and leaving 44,734 shares worth $4.12M. The position accounts for 1.8% of the portfolio, ranked #16.

Cresta Advisors first reported a position in TLH in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.79M in Q4 2024. 124 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Cresta Advisors held 44,734 shares of iShares 10-20 Year Treasury Bond ETF worth $4.12M as of Q3 2026.
Cresta Advisors sold 10,374 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1M.
iShares 10-20 Year Treasury Bond ETF made up 1.8% of Cresta Advisors's portfolio in Q3 2026, its #16 holding.
Cresta Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 14 quarters since.
Cresta Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $5.79M in Q4 2024.
124 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.