Cyndeo Wealth Partners
TLH icon

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
Q3 		$2.69M Buy
29,162
+4,122
+16% +$399K 0.12% 162
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

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Watchman Group
Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Cyndeo Wealth Partners's TLH Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 16% in Q3 2026, buying an estimated $399K and bringing the position to 29,162 shares worth $2.69M. The position accounts for 0.12% of the portfolio, ranked #162.

Cyndeo Wealth Partners first reported a position in TLH in Q4 2023 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Cyndeo Wealth Partners held 29,162 shares of iShares 10-20 Year Treasury Bond ETF worth $2.69M as of Q3 2026.
  • Cyndeo Wealth Partners bought 4,122 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $399K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.12% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #162 holding.
  • Cyndeo Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 12 quarters since.
  • 184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.