MW
TLH icon

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

Maia Wealth’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 		– Sell
-2,248
Closed -$226K – 385
2026
Q1 		$226K Sell
2,248
-218
-9% -$22.3K 0.04% 328
2025
Q4 		$255K Buy
+2,466
New +$254K 0.04% 296

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
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

Maia Wealth's TLH Position: Q2 2026 in Review

Maia Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,248 shares — an estimated $226K sold.

Maia Wealth first reported a position in TLH in Q4 2025 and held it in 2 quarters. The position peaked at $255K in Q4 2025. 245 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Maia Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Maia Wealth sold 2,248 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $226K.
  • Maia Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Maia Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $255K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.