One Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

One Wealth 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	$393K	Sell	3,917 -29,264	-88%	-$2.92M	0.04%	216
2026 Q1	$3.34M	Sell	33,181 -38,686	-54%	-$3.95M	0.42%	50
2025 Q4	$7.31M	Buy	71,867 +2,510	+4%	+$259K	0.89%	34
2025 Q3	$7.14M	Buy	69,357 +18,965	+38%	+$1.92M	0.9%	32
2025 Q2	$5.12M	Buy	50,392 +4,989	+11%	+$501K	0.71%	35
2025 Q1	$4.71M	Buy	45,403 +1,666	+4%	+$169K	0.7%	34
2024 Q4	$4.35M	Sell	43,737 -669	-2%	-$69.2K	0.65%	34
2024 Q3	$4.85M	Buy	+44,406	New	+$4.76M	0.74%	33
2024 Q2	–	Sell	-33,858	Closed	-$3.56M	–	273
2024 Q1	$3.56M	Buy	33,858 +2,816	+9%	+$295K	0.62%	36
2023 Q4	$3.36M	Buy	31,042 +14,025	+82%	+$1.4M	0.65%	35
2023 Q3	$1.68M	Sell	17,017 -29,018	-63%	-$3.05M	0.37%	50
2023 Q2	$5.1M	Buy	46,035 +689	+2%	+$77.2K	1.07%	23
2023 Q1	$5.19M	Sell	45,346 -4,688	-9%	-$527K	1.2%	24
2022 Q4	$5.41M	Buy	+50,034	New	+$5.42M	1.24%	20
2022 Q3	–	Sell	-28,720	Closed	-$3.45M	–	214
2022 Q2	$3.45M	Buy	28,720 +6,715	+31%	+$824K	0.92%	28
2022 Q1	$2.96M	Buy	22,005 +7,661	+53%	+$1.07M	0.73%	31
2021 Q4	$2.13M	Buy	14,344 +3,791	+36%	+$561K	0.54%	35
2021 Q3	$1.55M	Buy	+10,553	New	+$1.59M	0.46%	37

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

One Wealth Advisors's TLH Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 88% in Q2 2026, selling an estimated $2.92M and leaving 3,917 shares worth $393K. The position accounts for 0.04% of the portfolio, ranked #216.

One Wealth Advisors first reported a position in TLH in Q3 2021 and has held it in 18 quarters since. The position peaked at $7.31M in Q4 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

One Wealth Advisors held 3,917 shares of iShares 10-20 Year Treasury Bond ETF worth $393K as of Q2 2026.
One Wealth Advisors sold 29,264 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.92M.
iShares 10-20 Year Treasury Bond ETF made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #216 holding.
One Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 18 quarters since.
One Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $7.31M in Q4 2025.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.