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

Kingsview 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	$1.15M	Buy	11,428 +683	+6%	+$68.2K	0.01%	716
2026 Q1	$1.08M	Sell	10,745 -524	-5%	-$53.5K	0.01%	669
2025 Q4	$1.15M	Buy	11,269 +836	+8%	+$86.3K	0.02%	600
2025 Q3	$1.07M	Buy	10,433 +2,655	+34%	+$269K	0.02%	589
2025 Q2	$790K	Sell	7,778 -6,142	-44%	-$616K	0.01%	640
2025 Q1	$1.44M	Buy	13,920 +2,864	+26%	+$290K	0.03%	455
2024 Q4	$1.1M	Sell	11,056 -2,073	-16%	-$214K	0.02%	521
2024 Q3	$1.44M	Buy	13,129 +7,299	+125%	+$782K	0.03%	449
2024 Q2	$599K	Sell	5,830 -8,613	-60%	-$877K	0.01%	635
2024 Q1	$1.52M	Buy	14,443 +3,913	+37%	+$410K	0.04%	404
2023 Q4	$1.14M	Buy	10,530 +5,771	+121%	+$578K	0.03%	434
2023 Q3	$469K	Buy	4,759 +193	+4%	+$20.3K	0.02%	628
2023 Q2	$506K	Buy	4,566 +392	+9%	+$43.9K	0.02%	587
2023 Q1	$478K	Buy	4,174 +71	+2%	+$7.98K	0.02%	587
2022 Q4	$444K	Buy	4,103 +743	+22%	+$80.5K	0.02%	548
2022 Q3	$366K	Sell	3,360 -353	-10%	-$41.8K	0.02%	583
2022 Q2	$446K	Sell	3,713 -5	-0.1%	-$613	0.02%	561
2022 Q1	$500K	Buy	3,718 +2,036	+121%	+$285K	0.02%	571
2021 Q4	$250K	Buy	+1,682	New	+$249K	0.01%	798

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

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

Kingsview Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.4% in Q2 2026, buying an estimated $68.2K and bringing the position to 11,428 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #716.

Kingsview Wealth Management first reported a position in TLH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.52M in Q1 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Kingsview Wealth Management held 11,428 shares of iShares 10-20 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
Kingsview Wealth Management bought 683 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $68.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #716 holding.
Kingsview Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 19 quarters since.
Kingsview Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.52M in Q1 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.