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

One Wealth Capital 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	$2.3M	Sell	24,969 -5,403	-18%	-$523K	0.86%	25
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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

One Wealth Capital Management's TLH Position: Q3 2026 in Review

One Wealth Capital Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 18% in Q3 2026, selling an estimated $523K and leaving 24,969 shares worth $2.3M. The position accounts for 0.86% of the portfolio, ranked #25.

One Wealth Capital Management first reported a position in TLH in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.12M in Q4 2025. 353 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

One Wealth Capital Management held 24,969 shares of iShares 10-20 Year Treasury Bond ETF worth $2.3M as of Q3 2026.
One Wealth Capital Management sold 5,403 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $523K.
iShares 10-20 Year Treasury Bond ETF made up 0.86% of One Wealth Capital Management's portfolio in Q3 2026, its #25 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 8 quarters since.
One Wealth Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $5.12M in Q4 2025.
353 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.