Kestra Private Wealth Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.39M Buy
53,737
+14,643
+37% +$1.46M 0.06% 319
2026
Q1
$3.94M Buy
39,094
+3,523
+10% +$360K 0.05% 377
2025
Q4
$3.62M Buy
35,571
+5,839
+20% +$602K 0.04% 380
2025
Q3
$3.06M Buy
29,732
+21,457
+259% +$2.17M 0.04% 415
2025
Q2
$841K Buy
8,275
+1,769
+27% +$178K 0.01% 807
2025
Q1
$675K Buy
6,506
+1,472
+29% +$149K 0.01% 831
2024
Q4
$501K Buy
5,034
+1,120
+29% +$116K 0.01% 917
2024
Q3
$428K Sell
3,914
-436
-10% -$46.7K 0.01% 943
2024
Q2
$447K Sell
4,350
-1,374
-24% -$140K 0.01% 884
2024
Q1
$601K Sell
5,724
-4,211
-42% -$441K 0.01% 728
2023
Q4
$1.08M Buy
9,935
+3,415
+52% +$342K 0.03% 507
2023
Q3
$642K Buy
6,520
+1,454
+29% +$153K 0.02% 585
2023
Q2
$561K Buy
5,066
+282
+6% +$31.6K 0.02% 598
2023
Q1
$548K Buy
+4,784
New +$538K 0.02% 571
2022
Q1
Sell
-2,202
Closed -$327K 1062
2021
Q4
$327K Sell
2,202
-229
-9% -$33.9K 0.02% 738
2021
Q3
$358K Buy
+2,431
New +$366K 0.02% 639

Other funds holding TLH

Kestra Private Wealth Services's TLH Position: Q2 2026 in Review

Kestra Private Wealth Services increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 37% in Q2 2026, buying an estimated $1.46M and bringing the position to 53,737 shares worth $5.39M. The position accounts for 0.06% of the portfolio, ranked #319.

Kestra Private Wealth Services first reported a position in TLH in Q3 2021 and has held it in 16 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Kestra Private Wealth Services held 53,737 shares of iShares 10-20 Year Treasury Bond ETF worth $5.39M as of Q2 2026.
  • Kestra Private Wealth Services bought 14,643 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.46M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.06% of Kestra Private Wealth Services's portfolio in Q2 2026, its #319 holding.
  • Kestra Private Wealth Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 16 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.