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

Market Street Wealth Management Advisors’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 Q1	–	Sell	-2,313	Closed	-$235K	–	107
2025 Q4	$235K	Sell	2,313 -35	-1%	-$3.61K	0.04%	95
2025 Q3	$242K	Hold	2,348	–	–	0.04%	94
2025 Q2	$239K	Sell	2,348 -507	-18%	-$50.9K	0.04%	94
2025 Q1	$296K	Sell	2,855 -870	-23%	-$88.2K	0.05%	83
2024 Q4	$371K	Sell	3,725 -1,321	-26%	-$137K	0.06%	77
2024 Q3	$552K	Hold	5,046	–	–	0.09%	68
2024 Q2	$518K	Sell	5,046 -253	-5%	-$25.8K	0.09%	67
2024 Q1	$557K	Sell	5,299 -2,030	-28%	-$213K	0.1%	71
2023 Q4	$793K	Sell	7,329 -9,609	-57%	-$962K	0.17%	61
2023 Q3	$1.67M	Sell	16,938 -154,580	-90%	-$16.2M	0.43%	38
2023 Q2	$19M	Buy	171,518 +6,723	+4%	+$754K	4.82%	6
2023 Q1	$18.9M	Buy	164,795 +35,601	+28%	+$4M	4.96%	6
2022 Q4	$14M	Buy	129,194 +35,466	+38%	+$3.84M	4.05%	6
2022 Q3	$10.2M	Sell	93,728 -686	-0.7%	-$81.2K	3.24%	8
2022 Q2	$11.3M	Buy	94,414 +56,359	+148%	+$6.92M	3.51%	9
2022 Q1	$5.12M	Buy	+38,055	New	+$5.33M	1.82%	13

Other funds holding TLH

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Market Street Wealth Management Advisors's TLH Position: Q1 2026 in Review

Market Street Wealth Management Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 2,313 shares — an estimated $235K sold.

Market Street Wealth Management Advisors first reported a position in TLH in Q1 2022 and held it in 16 quarters. The position peaked at $19M in Q2 2023. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Market Street Wealth Management Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Market Street Wealth Management Advisors sold 2,313 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $235K.
Market Street Wealth Management Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and held it in 16 quarters.
Market Street Wealth Management Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $19M in Q2 2023.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.