Golden State Equity Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Golden State Equity 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 Q3	$1.77M	Buy	+19,154	New	+$1.85M	0.1%	219
2026 Q2	–	Sell	-9,850	Closed	-$992K	–	1610
2026 Q1	$992K	Buy	+9,850	New	+$1.01M	0.08%	287
2023 Q4	$1.14M	Sell	10,492 -18,351	-64%	-$1.84M	0.28%	95
2023 Q3	$2.84M	Sell	28,843 -2,955	-9%	-$310K	0.79%	29
2023 Q2	$3.52M	Sell	31,798 -4,208	-12%	-$472K	0.99%	17
2023 Q1	$4.12M	Buy	+36,006	New	+$4.05M	2.23%	3

Other funds holding TLH

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Golden State Equity Partners's TLH Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 19,154 shares worth $1.77M. The stake represents 0.1% of the portfolio and ranks #219 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in TLH as recently as Q1 2026.

Golden State Equity Partners first reported a position in TLH in Q1 2023 and has held it in 6 quarters since. The position peaked at $4.12M in Q1 2023. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Golden State Equity Partners held 19,154 shares of iShares 10-20 Year Treasury Bond ETF worth $1.77M as of Q3 2026.
iShares 10-20 Year Treasury Bond ETF was a new Golden State Equity Partners position in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of Golden State Equity Partners's portfolio in Q3 2026, its #219 holding.
Golden State Equity Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 6 quarters since.
Golden State Equity Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $4.12M in Q1 2023.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.