Icon Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Icon Wealth Advisors’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	$16M	Sell	159,156 -43,708	-22%	-$4.37M	0.96%	25
2026 Q1	$20.2M	Sell	202,864 -49,052	-19%	-$5.01M	1.31%	22
2025 Q4	$25.6M	Buy	251,916 +5,566	+2%	+$574K	1.71%	14
2025 Q3	$25.4M	Buy	246,350 +75,143	+44%	+$7.6M	1.72%	14
2025 Q2	$17.4M	Buy	171,207 +43,146	+34%	+$4.33M	1.24%	19
2025 Q1	$13.3M	Buy	128,061 +87,303	+214%	+$8.85M	1.09%	22
2024 Q4	$4.06M	Sell	40,758 -1,855	-4%	-$192K	0.33%	60
2024 Q3	$4.66M	Sell	42,613 -136	-0.3%	-$14.6K	0.39%	52
2024 Q2	$4.53M	Sell	42,749 -1,421	-3%	-$145K	0.4%	51
2024 Q1	$4.64M	Sell	44,170 -1,411	-3%	-$148K	0.43%	48
2023 Q4	$4.93M	Buy	+45,581	New	+$4.56M	0.51%	37
2022 Q4	$4.23M	Buy	39,103 +10,120	+35%	+$1.1M	0.49%	53
2022 Q3	$3.16M	Buy	+28,983	New	+$3.43M	0.38%	66

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

Icon Wealth Advisors's TLH Position: Q2 2026 in Review

Icon Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, selling an estimated $4.37M and leaving 159,156 shares worth $16M. The position accounts for 0.96% of the portfolio, ranked #25.

Icon Wealth Advisors first reported a position in TLH in Q3 2022 and has held it in 13 quarters since. The position peaked at $25.6M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Icon Wealth Advisors held 159,156 shares of iShares 10-20 Year Treasury Bond ETF worth $16M as of Q2 2026.
Icon Wealth Advisors sold 43,708 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.37M.
iShares 10-20 Year Treasury Bond ETF made up 0.96% of Icon Wealth Advisors's portfolio in Q2 2026, its #25 holding.
Icon Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $25.6M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.