Echo45 Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Echo45 Advisors’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	$2.29M	Buy	24,861 +716	+3%	+$69.3K	1.04%	27
2026 Q2	$2.42M	Buy	24,145 +1,794	+8%	+$179K	1.25%	25
2026 Q1	$2.25M	Buy	22,351 +837	+4%	+$85.5K	1.27%	24
2025 Q4	$2.19M	Buy	21,514 +8,811	+69%	+$909K	1.25%	26
2025 Q3	$1.31M	Buy	12,703 +661	+5%	+$66.9K	0.77%	24
2025 Q2	$1.22M	Buy	12,042 +276	+2%	+$27.7K	0.77%	24
2025 Q1	$1.22M	Sell	11,766 -136	-1%	-$13.8K	0.82%	23
2024 Q4	$1.18M	Sell	11,902 -17,561	-60%	-$1.82M	0.78%	24
2024 Q3	$3.22M	Sell	29,463 -41	-0.1%	-$4.4K	2.09%	15
2024 Q2	$3.03M	Buy	+29,504	New	+$3M	2.13%	15

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Echo45 Advisors's TLH Position: Q3 2026 in Review

Echo45 Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3% in Q3 2026, buying an estimated $69.3K and bringing the position to 24,861 shares worth $2.29M. The position accounts for 1.04% of the portfolio, ranked #27.

Echo45 Advisors first reported a position in TLH in Q2 2024 and has held it in 10 quarters since. The position peaked at $3.22M in Q3 2024. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Echo45 Advisors held 24,861 shares of iShares 10-20 Year Treasury Bond ETF worth $2.29M as of Q3 2026.
Echo45 Advisors bought 716 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $69.3K.
iShares 10-20 Year Treasury Bond ETF made up 1.04% of Echo45 Advisors's portfolio in Q3 2026, its #27 holding.
Echo45 Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 10 quarters since.
Echo45 Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.22M in Q3 2024.
184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Echo45 Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.