N.E.W. Advisory Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

N.E.W. Advisory Services’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	$2.31K	Hold	23	–	–	﹤0.01%	830
2026 Q1	$2.32K	Hold	23	–	–	﹤0.01%	813
2025 Q4	$2.34K	Hold	23	–	–	﹤0.01%	775
2025 Q3	$2.37K	Hold	23	–	–	﹤0.01%	731
2025 Q2	$2.34K	Hold	23	–	–	﹤0.01%	725
2025 Q1	$2.39K	Buy	+23	New	+$2.33K	﹤0.01%	772

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

N.E.W. Advisory Services's TLH Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 23 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

N.E.W. Advisory Services first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.39K in Q1 2025. 452 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

N.E.W. Advisory Services held 23 shares of iShares 10-20 Year Treasury Bond ETF worth $2.31K as of Q2 2026.
N.E.W. Advisory Services left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #830 holding.
N.E.W. Advisory Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's iShares 10-20 Year Treasury Bond ETF position peaked at $2.39K in Q1 2025.
452 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.