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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Golden State Equity Partners's TLH Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 9,850 shares — an estimated $992K sold.

Golden State Equity Partners first reported a position in TLH in Q1 2023 and held it in 5 quarters. The position peaked at $4.12M in Q1 2023. 331 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Golden State Equity Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 9,850 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $992K.
Golden State Equity Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 5 quarters.
Golden State Equity Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $4.12M in Q1 2023.
331 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.