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

FAS 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	$414K	Buy	4,110 +562	+16%	+$57.4K	0.03%	252
2025 Q4	$361K	Sell	3,548 -45	-1%	-$4.64K	0.02%	265
2025 Q3	$370K	Sell	3,593 -538	-13%	-$54.4K	0.03%	251
2025 Q2	$420K	Buy	4,131 +538	+15%	+$54K	0.03%	236
2025 Q1	$373K	Sell	3,593 -70	-2%	-$7.09K	0.03%	237
2024 Q4	$365K	Sell	3,663 -698,500	-99%	-$72.3M	0.03%	242
2024 Q3	$76.8M	Buy	702,163 +15,229	+2%	+$1.63M	6.11%	2
2024 Q2	$70.5M	Buy	686,934 +31,102	+5%	+$3.17M	6.1%	2
2024 Q1	$68.9M	Buy	655,832 +45,143	+7%	+$4.73M	6.1%	2
2023 Q4	$66.1M	Buy	+610,689	New	+$61.1M	6.28%	2

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 $20.9B AUM 19.34% 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

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

FAS Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 16% in Q1 2026, buying an estimated $57.4K and bringing the position to 4,110 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #252.

FAS Wealth Partners first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. The position peaked at $76.8M in Q3 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

FAS Wealth Partners held 4,110 shares of iShares 10-20 Year Treasury Bond ETF worth $414K as of Q1 2026.
FAS Wealth Partners bought 562 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $57.4K.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of FAS Wealth Partners's portfolio in Q1 2026, its #252 holding.
FAS Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
FAS Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $76.8M in Q3 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.