Diversify Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.81M Sell
69,608
-14,642
-17% -$1.46M 0.11% 184
2026
Q1
$8.41M Buy
84,250
+7,965
+10% +$813K 0.15% 149
2025
Q4
$7.8M Buy
+76,285
New +$7.87M 0.36% 67

Other funds holding TLH

Diversify Wealth Management's TLH Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, selling an estimated $1.46M and leaving 69,608 shares worth $6.81M. The position accounts for 0.11% of the portfolio, ranked #184.

Diversify Wealth Management first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.41M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Diversify Wealth Management held 69,608 shares of iShares 10-20 Year Treasury Bond ETF worth $6.81M as of Q2 2026.
  • Diversify Wealth Management sold 14,642 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.46M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.11% of Diversify Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Diversify Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $8.41M in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.