Cypress Wealth Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Cypress Wealth Services’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	$2.61M	Sell	25,980 -6,815	-21%	-$681K	0.32%	67
2026 Q1	$3.3M	Buy	32,795 +577	+2%	+$58.9K	0.47%	51
2025 Q4	$3.28M	Buy	32,218 +1,002	+3%	+$103K	0.45%	48
2025 Q3	$3.21M	Buy	31,216 +5,420	+21%	+$548K	0.53%	43
2025 Q2	$2.62M	Buy	25,796 +5,910	+30%	+$593K	0.47%	48
2025 Q1	$2.06M	Buy	19,886 +11,462	+136%	+$1.16M	0.42%	52
2024 Q4	$839K	Sell	8,424 -174	-2%	-$18K	0.17%	95
2024 Q3	$940K	Buy	8,598 +87	+1%	+$9.32K	0.19%	91
2024 Q2	$874K	Buy	8,511 +1,196	+16%	+$122K	0.19%	86
2024 Q1	$768K	Buy	7,315 +54	+0.7%	+$5.66K	0.18%	99
2023 Q4	$786K	Buy	7,261 +2,069	+40%	+$207K	0.2%	93
2023 Q3	$511K	Sell	5,192 -11,877	-70%	-$1.25M	0.14%	134
2023 Q2	$1.87M	Buy	17,069 +134	+0.8%	+$15K	0.49%	44
2023 Q1	$1.94M	Buy	16,935 +2,166	+15%	+$244K	0.57%	40
2022 Q4	$1.6M	Buy	14,769 +4,921	+50%	+$533K	0.51%	49
2022 Q3	$1.06M	Sell	9,848 -17	-0.2%	-$2.01K	0.36%	68
2022 Q2	$1.19M	Buy	9,865 +277	+3%	+$34K	0.38%	61
2022 Q1	$1.29M	Buy	9,588 +7,573	+376%	+$1.06M	0.35%	56
2021 Q4	$299K	Buy	+2,015	New	+$298K	0.08%	179
2020 Q2	–	Sell	-1,426	Closed	-$239K	–	285
2020 Q1	$239K	Sell	1,426 -204	-13%	-$31.5K	0.07%	211
2019 Q4	$234K	Sell	1,630 -5	-0.3%	-$733	0.06%	217
2019 Q3	$244K	Hold	1,635	–	–	0.07%	210
2019 Q2	$234K	Sell	1,635 -84	-5%	-$11.6K	0.07%	222
2019 Q1	$237K	Sell	1,719 -929	-35%	-$124K	0.08%	213
2018 Q4	$354K	Buy	+2,648	New	+$340K	0.14%	136

Other funds holding TLH

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 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

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

Cypress Wealth Services's TLH Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q2 2026, selling an estimated $681K and leaving 25,980 shares worth $2.61M. The position accounts for 0.32% of the portfolio, ranked #67.

Cypress Wealth Services first reported a position in TLH in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.3M in Q1 2026. 155 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Cypress Wealth Services held 25,980 shares of iShares 10-20 Year Treasury Bond ETF worth $2.61M as of Q2 2026.
Cypress Wealth Services sold 6,815 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $681K.
iShares 10-20 Year Treasury Bond ETF made up 0.32% of Cypress Wealth Services's portfolio in Q2 2026, its #67 holding.
Cypress Wealth Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2018 and has held it in 25 quarters since.
Cypress Wealth Services's iShares 10-20 Year Treasury Bond ETF position peaked at $3.3M in Q1 2026.
155 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.