HIW
TLH icon

Holos Integrated Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Holos Integrated 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 		– Sell
-2
Closed -$201 – 414
2026
Q1 		$201 Buy
+2
New +$204 ﹤0.01% 396

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Holos Integrated Wealth's TLH Position: Q2 2026 in Review

Holos Integrated Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2 shares — an estimated $201 sold.

Holos Integrated Wealth first reported a position in TLH in Q1 2026 and held it in 1 quarter. The position peaked at $201 in Q1 2026. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Holos Integrated Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 2 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $201.
  • Holos Integrated Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $201 in Q1 2026.
  • 211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.