Keebeck Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Keebeck Wealth Management’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	$1.87M	Sell	18,590 -14,978	-45%	-$1.5M	0.18%	124
2026 Q1	$3.38M	Sell	33,568 -2,877	-8%	-$294K	0.38%	67
2025 Q4	$3.71M	Buy	36,445 +1,229	+3%	+$127K	0.43%	66
2025 Q3	$3.63M	Buy	35,216 +16,046	+84%	+$1.62M	0.43%	64
2025 Q2	$1.95M	Sell	19,170 -14,207	-43%	-$1.43M	0.25%	99
2025 Q1	$3.46M	Buy	33,377 +23,881	+251%	+$2.42M	0.51%	53
2024 Q4	$945K	Sell	9,496 -1,999	-17%	-$207K	0.14%	131
2024 Q3	$1.26M	Buy	11,495 +2,171	+23%	+$233K	0.18%	118
2024 Q2	$958K	Sell	9,324 -709	-7%	-$72.2K	0.14%	133
2024 Q1	$1.05M	Sell	10,033 -1,692	-14%	-$177K	0.16%	137
2023 Q4	$1.27M	Buy	11,725 +6,016	+105%	+$602K	0.21%	116
2023 Q3	$562K	Sell	5,709 -4,848	-46%	-$509K	0.1%	160
2023 Q2	$1.17M	Buy	10,557 +1,951	+23%	+$219K	0.16%	115
2023 Q1	$986K	Sell	8,606 -498	-5%	-$56K	0.16%	116
2022 Q4	$985K	Buy	9,104 +4,329	+91%	+$469K	0.17%	113
2022 Q3	$520K	Sell	4,775 -827	-15%	-$97.9K	0.1%	145
2022 Q2	$673K	Buy	+5,602	New	+$687K	0.13%	126

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

Keebeck Wealth Management's TLH Position: Q2 2026 in Review

Keebeck Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 45% in Q2 2026, selling an estimated $1.5M and leaving 18,590 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #124.

Keebeck Wealth Management first reported a position in TLH in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.71M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Keebeck Wealth Management held 18,590 shares of iShares 10-20 Year Treasury Bond ETF worth $1.87M as of Q2 2026.
Keebeck Wealth Management sold 14,978 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.5M.
iShares 10-20 Year Treasury Bond ETF made up 0.18% of Keebeck Wealth Management's portfolio in Q2 2026, its #124 holding.
Keebeck Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Keebeck Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $3.71M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.