LiftPoint Family Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
LiftPoint Family Wealth Advisors's TLH Position: Q2 2026 in Review
LiftPoint Family Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 37% in Q2 2026, selling an estimated $255K and leaving 4,412 shares worth $443K. The position accounts for 0.3% of the portfolio, ranked #45.
LiftPoint Family Wealth Advisors first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- LiftPoint Family Wealth Advisors held 4,412 shares of iShares 10-20 Year Treasury Bond ETF worth $443K as of Q2 2026.
- LiftPoint Family Wealth Advisors sold 2,557 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $255K.
- iShares 10-20 Year Treasury Bond ETF made up 0.3% of LiftPoint Family Wealth Advisors's portfolio in Q2 2026, its #45 holding.
- LiftPoint Family Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
- LiftPoint Family Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.11M in Q4 2025.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on LiftPoint Family Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.