Mosaic Family Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$211K Buy
+2,100
New +$210K 0.01% 411
2025
Q3
Sell
-2,036
Closed -$207K 246
2025
Q2
$207K Buy
+2,036
New +$204K 0.03% 219

Other funds holding TLH

Mosaic Family Wealth Partners's TLH Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 2,100 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Mosaic Family Wealth Partners previously reported a position in TLH as recently as Q2 2025.

Mosaic Family Wealth Partners first reported a position in TLH in Q2 2025 and has held it in 2 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Mosaic Family Wealth Partners held 2,100 shares of iShares 10-20 Year Treasury Bond ETF worth $211K as of Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new Mosaic Family Wealth Partners position in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #411 holding.
  • Mosaic Family Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 2 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.