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Moneta Group Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Moneta Group Investment 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
Q2 		$201K Sell
2,000
-3,816
-66% -$381K ﹤0.01% 842
2026
Q1 		$586K Sell
5,816
-852
-13% -$87K ﹤0.01% 473
2025
Q4 		$678K Sell
6,668
-1,387
-17% -$143K 0.01% 435
2025
Q3 		$830K Buy
+8,055
New +$815K 0.01% 385

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Moneta Group Investment Advisors's TLH Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 66% in Q2 2026, selling an estimated $381K and leaving 2,000 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Moneta Group Investment Advisors first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $830K in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Moneta Group Investment Advisors held 2,000 shares of iShares 10-20 Year Treasury Bond ETF worth $201K as of Q2 2026.
  • Moneta Group Investment Advisors sold 3,816 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $381K.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #842 holding.
  • Moneta Group Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $830K in Q3 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.