LWM
TLH icon

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
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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

LongView Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 28% in Q2 2026, selling an estimated $134K and leaving 3,537 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #155.

LongView Wealth Management first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $495K in Q1 2026. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • LongView Wealth Management held 3,537 shares of iShares 10-20 Year Treasury Bond ETF worth $355K as of Q2 2026.
  • LongView Wealth Management sold 1,342 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $134K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #155 holding.
  • LongView Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • LongView Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $495K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.