Kingswood Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Kingswood Wealth Advisors's TLH Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 39% in Q2 2026, selling an estimated $193K and leaving 3,037 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #766.
Kingswood Wealth Advisors first reported a position in TLH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.19M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Kingswood Wealth Advisors held 3,037 shares of iShares 10-20 Year Treasury Bond ETF worth $305K as of Q2 2026.
- Kingswood Wealth Advisors sold 1,929 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $193K.
- iShares 10-20 Year Treasury Bond ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #766 holding.
- Kingswood Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
- Kingswood Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.19M in Q3 2025.
- 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.