One Wealth Capital Management’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
$3.05M Buy
30,372
+869
+3% +$86.8K 0.86% 27
2026
Q1
$2.97M Sell
29,503
-20,812
-41% -$2.13M 1.3% 22
2025
Q4
$5.12M Buy
50,315
+2,145
+4% +$221K 2.18% 12
2025
Q3
$4.96M Buy
48,170
+13,883
+40% +$1.4M 2.23% 13
2025
Q2
$3.48M Buy
34,287
+5,951
+21% +$597K 1.64% 15
2025
Q1
$2.94M Buy
28,336
+15,274
+117% +$1.55M 1.58% 12
2024
Q4
$1.3M Buy
+13,062
New +$1.35M 0.66% 26

Other funds holding TLH

One Wealth Capital Management's TLH Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.9% in Q2 2026, buying an estimated $86.8K and bringing the position to 30,372 shares worth $3.05M. The position accounts for 0.86% of the portfolio, ranked #27.

One Wealth Capital Management first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.12M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • One Wealth Capital Management held 30,372 shares of iShares 10-20 Year Treasury Bond ETF worth $3.05M as of Q2 2026.
  • One Wealth Capital Management bought 869 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $86.8K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.86% of One Wealth Capital Management's portfolio in Q2 2026, its #27 holding.
  • One Wealth Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • One Wealth Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $5.12M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.