PEWA
TLH icon

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

Pacific Excel 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
-2,588
Closed -$261K – 309
2026
Q1 		$261K Buy
+2,588
New +$264K 0.27% 101

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Pacific Excel Wealth Advisors's TLH Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,588 shares — an estimated $261K sold.

Pacific Excel Wealth Advisors first reported a position in TLH in Q1 2026 and held it in 1 quarter. The position peaked at $261K in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 2,588 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $261K.
  • Pacific Excel Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $261K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.