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

LongView 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 Q3	$250K	Sell	2,707 -830	-23%	-$80.3K	0.06%	208
2026 Q2	$355K	Sell	3,537 -1,342	-28%	-$134K	0.09%	155
2026 Q1	$495K	Buy	4,879 +367	+8%	+$37.5K	0.12%	139
2025 Q4	$461K	Buy	+4,512	New	+$466K	0.11%	150

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

LongView Wealth Management's TLH Position: Q3 2026 in Review

LongView Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 23% in Q3 2026, selling an estimated $80.3K and leaving 2,707 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #208.

LongView Wealth Management first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $495K in Q1 2026. 153 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

LongView Wealth Management held 2,707 shares of iShares 10-20 Year Treasury Bond ETF worth $250K as of Q3 2026.
LongView Wealth Management sold 830 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $80.3K.
iShares 10-20 Year Treasury Bond ETF made up 0.06% of LongView Wealth Management's portfolio in Q3 2026, its #208 holding.
LongView Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
LongView Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $495K in Q1 2026.
153 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.