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

Daymark 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	$582K	Sell	5,804 -2,403	-29%	-$240K	0.01%	444
2026 Q1	$827K	Sell	8,207 -1,318	-14%	-$135K	0.03%	330
2025 Q4	$968K	Sell	9,525 -46,214	-83%	-$4.77M	0.03%	292
2025 Q3	$5.74M	Sell	55,739 -26,163	-32%	-$2.65M	0.19%	101
2025 Q2	$8.32M	Sell	81,902 -31,866	-28%	-$3.2M	0.32%	66
2025 Q1	$11.8M	Sell	113,768 -12,837	-10%	-$1.3M	0.51%	46
2024 Q4	$12.6M	Buy	126,605 +15,427	+14%	+$1.6M	0.53%	44
2024 Q3	$12.2M	Buy	111,178 +23,420	+27%	+$2.51M	0.51%	44
2024 Q2	$9.01M	Sell	87,758 -11,900	-12%	-$1.21M	0.41%	53
2024 Q1	$10.5M	Buy	99,658 +43,488	+77%	+$4.56M	0.56%	47
2023 Q4	$6.08M	Sell	56,170 -5,678	-9%	-$568K	0.37%	62
2023 Q3	$6.09M	Buy	61,848 +19,847	+47%	+$2.08M	0.42%	55
2023 Q2	$4.65M	Buy	+42,001	New	+$4.71M	0.35%	70

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Daymark Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 29% in Q2 2026, selling an estimated $240K and leaving 5,804 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #444.

Daymark Wealth Partners first reported a position in TLH in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.6M in Q4 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Daymark Wealth Partners held 5,804 shares of iShares 10-20 Year Treasury Bond ETF worth $582K as of Q2 2026.
Daymark Wealth Partners sold 2,403 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $240K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #444 holding.
Daymark Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
Daymark Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $12.6M in Q4 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.