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

Mosley 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 Q3	$372K	Sell	3,955 -805	-17%	-$77.9K	0.11%	125
2026 Q2	$478K	Sell	4,760 -19,635	-80%	-$1.96M	0.15%	101
2026 Q1	$2.51M	Buy	24,395 +134	+0.6%	+$13.7K	1.14%	21
2025 Q4	$2.5M	Buy	+24,261	New	+$2.5M	1.14%	21
2024 Q4	$530K	Buy	5,289 +699	+15%	+$72.3K	0.33%	72
2024 Q3	$477K	Buy	4,590 +509	+12%	+$54.6K	0.33%	70
2024 Q2	$419K	Buy	4,081 +138	+3%	+$14K	0.36%	66
2024 Q1	$414K	Buy	3,943 +169	+4%	+$17.7K	0.39%	62
2023 Q4	$409K	Buy	+3,774	New	+$378K	0.4%	57

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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mosley Wealth Management's TLH Position: Q3 2026 in Review

Mosley Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q3 2026, selling an estimated $77.9K and leaving 3,955 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #125.

Mosley Wealth Management first reported a position in TLH in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.51M in Q1 2026. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Mosley Wealth Management held 3,955 shares of iShares 10-20 Year Treasury Bond ETF worth $372K as of Q3 2026.
Mosley Wealth Management sold 805 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $77.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.11% of Mosley Wealth Management's portfolio in Q3 2026, its #125 holding.
Mosley Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 9 quarters since.
Mosley Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.51M in Q1 2026.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.