McKinley Carter Wealth Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

McKinley Carter Wealth Services’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	$14M	Sell	152,078 -14,396	-9%	-$1.39M	0.71%	32
2026 Q2	$16.7M	Buy	166,474 +35,053	+27%	+$3.5M	0.86%	23
2026 Q1	$13.2M	Buy	131,421 +103,450	+370%	+$10.6M	0.76%	25
2025 Q4	$2.84M	Buy	+27,971	New	+$2.89M	0.16%	106
2021 Q1	–	Sell	-1,525	Closed	-$243K	–	292
2020 Q4	$243K	Buy	+1,525	New	+$247K	0.03%	235

Other funds holding TLH

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 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

McKinley Carter Wealth Services's TLH Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.6% in Q3 2026, selling an estimated $1.39M and leaving 152,078 shares worth $14M. The position accounts for 0.71% of the portfolio, ranked #32.

McKinley Carter Wealth Services first reported a position in TLH in Q4 2020 and has held it in 5 quarters since. The position peaked at $16.7M in Q2 2026. 354 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

McKinley Carter Wealth Services held 152,078 shares of iShares 10-20 Year Treasury Bond ETF worth $14M as of Q3 2026.
McKinley Carter Wealth Services sold 14,396 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.39M.
iShares 10-20 Year Treasury Bond ETF made up 0.71% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #32 holding.
McKinley Carter Wealth Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and has held it in 5 quarters since.
McKinley Carter Wealth Services's iShares 10-20 Year Treasury Bond ETF position peaked at $16.7M in Q2 2026.
354 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.