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Moment Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Moment Partners’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
-2,432
Closed -$245K – 115
2026
Q1 		$245K Buy
+2,432
New +$248K 0.04% 101
2025
Q4 		– Sell
-2,602
Closed -$268K – 124
2025
Q3 		$268K Sell
2,602
-176
-6% -$17.8K 0.05% 100
2025
Q2 		$282K Sell
2,778
-228
-8% -$22.9K 0.05% 97
2025
Q1 		$312K Sell
3,006
-135
-4% -$13.7K 0.06% 92
2024
Q4 		$313K Buy
+3,141
New +$325K 0.06% 90

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

Moment Partners's TLH Position: Q2 2026 in Review

Moment Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,432 shares — an estimated $245K sold.

Moment Partners first reported a position in TLH in Q4 2024 and held it in 5 quarters. The position peaked at $313K in Q4 2024. 291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Moment Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Moment Partners sold 2,432 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $245K.
  • Moment Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 5 quarters.
  • Moment Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $313K in Q4 2024.
  • 291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Moment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.