OneDigital Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

OneDigital Investment 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	$1.27M	Sell	12,637 -46,305	-79%	-$4.63M	0.01%	661
2026 Q1	$5.94M	Sell	58,942 -32,957	-36%	-$3.37M	0.06%	255
2025 Q4	$9.34M	Buy	91,899 +87	+0.1%	+$8.98K	0.09%	182
2025 Q3	$9.46M	Sell	91,812 -3,134	-3%	-$317K	0.1%	176
2025 Q2	$9.65M	Buy	94,946 +31,697	+50%	+$3.18M	0.11%	164
2025 Q1	$6.56M	Sell	63,249 -9,718	-13%	-$985K	0.08%	197
2024 Q4	$7.26M	Buy	72,967 +13,275	+22%	+$1.37M	0.08%	184
2024 Q3	$6.53M	Buy	59,692 +2,208	+4%	+$237K	0.07%	208
2024 Q2	$5.9M	Sell	57,484 -18,654	-25%	-$1.9M	0.07%	206
2024 Q1	$8M	Buy	76,138 +10,705	+16%	+$1.12M	0.13%	154
2023 Q4	$7.08M	Buy	65,433 +17,879	+38%	+$1.79M	0.12%	150
2023 Q3	$4.68M	Buy	47,554 +33,735	+244%	+$3.54M	0.1%	159
2023 Q2	$1.53M	Buy	13,819 +5,529	+67%	+$620K	0.03%	326
2023 Q1	$950K	Sell	8,290 -81,338	-91%	-$9.15M	0.02%	401
2022 Q4	$9.7M	Buy	89,628 +77,916	+665%	+$8.45M	0.28%	77
2022 Q3	$1.28M	Buy	+11,712	New	+$1.39M	0.05%	252

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

OneDigital Investment Advisors's TLH Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 79% in Q2 2026, selling an estimated $4.63M and leaving 12,637 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #661.

OneDigital Investment Advisors first reported a position in TLH in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.7M in Q4 2022. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

OneDigital Investment Advisors held 12,637 shares of iShares 10-20 Year Treasury Bond ETF worth $1.27M as of Q2 2026.
OneDigital Investment Advisors sold 46,305 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.63M.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #661 holding.
OneDigital Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
OneDigital Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $9.7M in Q4 2022.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.