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

Modern 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	$21.6M	Sell	215,420 -14,405	-6%	-$1.44M	0.26%	97
2026 Q1	$23M	Buy	229,825 +18,980	+9%	+$1.94M	0.39%	67
2025 Q4	$21.4M	Buy	210,845 +21,944	+12%	+$2.26M	0.39%	65
2025 Q3	$19.5M	Sell	188,901 -27,222	-13%	-$2.75M	0.38%	71
2025 Q2	$22M	Buy	216,123 +133,455	+161%	+$13.4M	0.54%	45
2025 Q1	$8.58M	Buy	82,668 +23,481	+40%	+$2.38M	0.27%	82
2024 Q4	$5.89M	Buy	+59,187	New	+$6.12M	0.22%	92

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Modern Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.3% in Q2 2026, selling an estimated $1.44M and leaving 215,420 shares worth $21.6M. The position accounts for 0.26% of the portfolio, ranked #97.

Modern Wealth Management first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $23M in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Modern Wealth Management held 215,420 shares of iShares 10-20 Year Treasury Bond ETF worth $21.6M as of Q2 2026.
Modern Wealth Management sold 14,405 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.44M.
iShares 10-20 Year Treasury Bond ETF made up 0.26% of Modern Wealth Management's portfolio in Q2 2026, its #97 holding.
Modern Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
Modern Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $23M in Q1 2026.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.