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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Daymark Wealth Partners's TLH Position: Q1 2026 in Review

Daymark Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q1 2026, selling an estimated $135K and leaving 8,207 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #330.

Daymark Wealth Partners first reported a position in TLH in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q4 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Daymark Wealth Partners held 8,207 shares of iShares 10-20 Year Treasury Bond ETF worth $827K as of Q1 2026.
Daymark Wealth Partners sold 1,318 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $135K.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q1 2026, its #330 holding.
Daymark Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
Daymark Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $12.6M in Q4 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.