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

Focus Partners Wealth’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	$5.37M	Sell	53,550 -8,854	-14%	-$885K	0.01%	925
2026 Q1	$6.3M	Sell	62,404 -2,528	-4%	-$258K	0.01%	853
2025 Q4	$6.6M	Buy	64,932 +593	+0.9%	+$61.2K	0.01%	851
2025 Q3	$6.63M	Buy	64,339 +3,794	+6%	+$384K	0.01%	672
2025 Q2	$6.15M	Buy	60,545 +50,658	+512%	+$5.08M	0.01%	614
2025 Q1	$1.03M	Sell	9,887 -760	-7%	-$77K	﹤0.01%	1063
2024 Q4	$1.06M	Buy	10,647 +340	+3%	+$35.2K	﹤0.01%	1041
2024 Q3	$1.13M	Sell	10,307 -74	-0.7%	-$7.93K	﹤0.01%	908
2024 Q2	$1.07M	Sell	10,381 -435	-4%	-$44.3K	﹤0.01%	789
2024 Q1	$1.14M	Buy	10,816 +132	+1%	+$13.8K	0.01%	582
2023 Q4	$1.16M	Buy	+10,684	New	+$1.07M	0.02%	430

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

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

Focus Partners Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q2 2026, selling an estimated $885K and leaving 53,550 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #925.

Focus Partners Wealth first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.63M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Focus Partners Wealth held 53,550 shares of iShares 10-20 Year Treasury Bond ETF worth $5.37M as of Q2 2026.
Focus Partners Wealth sold 8,854 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $885K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #925 holding.
Focus Partners Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $6.63M in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.