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

Cyndeo 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 		$2.51M Sell
25,040
-1,555
-6% -$155K 0.12% 170
2026
Q1 		$2.68M Buy
26,595
+8,451
+47% +$863K 0.14% 148
2025
Q4 		$1.84M Buy
18,144
+231
+1% +$23.8K 0.1% 174
2025
Q3 		$1.84M Buy
17,913
+1,502
+9% +$152K 0.1% 172
2025
Q2 		$1.67M Buy
16,411
+5,520
+51% +$554K 0.1% 182
2025
Q1 		$1.13M Buy
10,891
+228
+2% +$23.1K 0.07% 202
2024
Q4 		$1.06M Buy
10,663
+2,368
+29% +$245K 0.07% 208
2024
Q3 		$907K Sell
8,295
-1,102
-12% -$118K 0.06% 228
2024
Q2 		$965K Buy
9,397
+1,280
+16% +$130K 0.08% 216
2024
Q1 		$853K Sell
8,117
-3,651
-31% -$382K 0.07% 214
2023
Q4 		$1.27M Buy
+11,768
New +$1.18M 0.12% 169

Other funds holding TLH

Envestnet Portfolio Solutions
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
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
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
SW
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

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

Cyndeo Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 5.8% in Q2 2026, selling an estimated $155K and leaving 25,040 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #170.

Cyndeo Wealth Partners first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.68M in Q1 2026. 148 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Cyndeo Wealth Partners held 25,040 shares of iShares 10-20 Year Treasury Bond ETF worth $2.51M as of Q2 2026.
  • Cyndeo Wealth Partners sold 1,555 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $155K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.12% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $2.68M in Q1 2026.
  • 148 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.