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

Opal 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	–	Sell	-993	Closed	-$100K	–	546
2026 Q1	$100K	Buy	+993	New	+$101K	0.02%	283
2024 Q3	–	Sell	-1,875	Closed	-$193K	–	1071
2024 Q2	$193K	Buy	+1,875	New	+$191K	0.06%	188

Other funds holding TLH

Envestnet Portfolio Solutions

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

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

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

Opal Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 993 shares — an estimated $100K sold.

Opal Wealth Advisors first reported a position in TLH in Q2 2024 and held it in 2 quarters. The position peaked at $193K in Q2 2024. 119 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Opal Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 993 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $100K.
Opal Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 2 quarters.
Opal Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $193K in Q2 2024.
119 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.