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

Integrated Wealth Concepts’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
Q1 		$9.8M Buy
97,318
+23,504
+32% +$2.4M 0.08% 252
2025
Q4 		$7.5M Buy
73,814
+9,482
+15% +$978K 0.09% 211
2025
Q3 		$6.63M Buy
64,332
+4,935
+8% +$499K 0.06% 303
2025
Q2 		$6.03M Buy
59,397
+8,530
+17% +$856K 0.06% 293
2025
Q1 		$5.28M Sell
50,867
-19,598
-28% -$1.99M 0.06% 302
2024
Q4 		$7.01M Buy
70,465
+6,153
+10% +$637K 0.08% 232
2024
Q3 		$7.03M Sell
64,312
-91
-0.1% -$9.75K 0.09% 222
2024
Q2 		$6.61M Buy
64,403
+30,699
+91% +$3.13M 0.09% 217
2024
Q1 		$3.54M Buy
33,704
+7,686
+30% +$805K 0.05% 341
2023
Q4 		$2.82M Sell
26,018
-1,194
-4% -$120K 0.05% 365
2023
Q3 		$2.68M Sell
27,212
-65,685
-71% -$6.9M 0.05% 359
2023
Q2 		$10.3M Buy
92,897
+64,550
+228% +$7.24M 0.18% 137
2023
Q1 		$3.25M Buy
28,347
+4,026
+17% +$453K 0.07% 269
2022
Q4 		$2.63M Buy
24,321
+3,206
+15% +$348K 0.07% 258
2022
Q3 		$2.3M Buy
21,115
+9,686
+85% +$1.15M 0.07% 251
2022
Q2 		$1.37M Buy
11,429
+2,244
+24% +$275K 0.04% 361
2022
Q1 		$1.24M Buy
9,185
+6,382
+228% +$894K 0.04% 352
2021
Q4 		$416K Buy
2,803
+459
+20% +$68K 0.01% 654
2021
Q3 		$345K Buy
+2,344
New +$353K 0.01% 685

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Integrated Wealth Concepts's TLH Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 32% in Q1 2026, buying an estimated $2.4M and bringing the position to 97,318 shares worth $9.8M. The position accounts for 0.08% of the portfolio, ranked #252.

Integrated Wealth Concepts first reported a position in TLH in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.3M in Q2 2023. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Integrated Wealth Concepts held 97,318 shares of iShares 10-20 Year Treasury Bond ETF worth $9.8M as of Q1 2026.
  • Integrated Wealth Concepts bought 23,504 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.4M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.08% of Integrated Wealth Concepts's portfolio in Q1 2026, its #252 holding.
  • Integrated Wealth Concepts first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's iShares 10-20 Year Treasury Bond ETF position peaked at $10.3M in Q2 2023.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.