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

Liberty 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 		$8.85M Hold
87,815
– – 1.11% 22
2026
Q1 		$8.85M Buy
87,815
+11,260
+15% +$1.15M 1.11% 22
2025
Q4 		$7.78M Sell
76,555
-3,245
-4% -$335K 1% 27
2025
Q3 		$8.22M Buy
79,800
+4,663
+6% +$472K 1.16% 22
2025
Q2 		$7.63M Buy
75,137
+8,098
+12% +$813K 1.2% 21
2025
Q1 		$6.94M Buy
67,039
+52,340
+356% +$5.31M 1.33% 23
2024
Q4 		$1.46M Buy
14,699
+4,309
+41% +$446K 0.24% 65
2024
Q3 		$1.14M Sell
10,390
-75,279
-88% -$8.07M 0.19% 71
2024
Q2 		$1.16M Buy
85,669
+74,739
+684% +$7.61M 0.21% 68
2024
Q1 		$1.15M Buy
10,930
+1,161
+12% +$122K 0.22% 65
2023
Q4 		$1.06M Buy
9,769
+6,611
+209% +$662K 0.23% 63
2023
Q3 		$311K Sell
3,158
-23,945
-88% -$2.52M 0.08% 127
2023
Q2 		$3M Buy
27,103
+1,319
+5% +$148K 0.74% 31
2023
Q1 		$2.95M Buy
+25,784
New +$2.9M 0.61% 41
2022
Q3 		$1.17M Buy
10,720
+1,011
+10% +$120K 0.31% 47
2022
Q2 		$1.17M Buy
9,709
+2,113
+28% +$259K 0.47% 44
2022
Q1 		$1.02M Buy
+7,596
New +$1.06M 0.37% 47
2021
Q4 		– Sell
-1,923
Closed -$285K – 103
2021
Q3 		$283K Buy
+1,923
New +$290K 0.1% 122

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Liberty Wealth Management held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 87,815 shares worth $8.85M. The position accounts for 1.11% of the portfolio, ranked #22.

Liberty Wealth Management first reported a position in TLH in Q3 2021 and has held it in 18 quarters since. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Liberty Wealth Management held 87,815 shares of iShares 10-20 Year Treasury Bond ETF worth $8.85M as of Q2 2026.
  • Liberty Wealth Management left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 1.11% of Liberty Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Liberty Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 18 quarters since.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.