&Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

&Partners’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	$17.1M	Buy	170,479 +46,915	+38%	+$4.69M	0.07%	257
2026 Q1	$12.5M	Buy	123,564 +23,001	+23%	+$2.35M	0.06%	282
2025 Q4	$10.2M	Buy	100,563 +9,549	+10%	+$985K	0.05%	306
2025 Q3	$9.37M	Buy	91,014 +20,268	+29%	+$2.05M	0.06%	277
2025 Q2	$7.17M	Buy	70,746 +26,174	+59%	+$2.63M	0.06%	296
2025 Q1	$4.62M	Buy	44,572 +5,483	+14%	+$556K	0.05%	314
2024 Q4	$3.89M	Buy	39,089 +11,494	+42%	+$1.19M	0.05%	321
2024 Q3	$3.02M	Buy	27,595 +22,554	+447%	+$2.42M	0.06%	286
2024 Q2	$518K	Buy	+5,041	New	+$513K	0.02%	530

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

&Partners's TLH Position: Q2 2026 in Review

&Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 38% in Q2 2026, buying an estimated $4.69M and bringing the position to 170,479 shares worth $17.1M. The position accounts for 0.07% of the portfolio, ranked #257.

&Partners first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

&Partners held 170,479 shares of iShares 10-20 Year Treasury Bond ETF worth $17.1M as of Q2 2026.
&Partners bought 46,915 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.69M.
iShares 10-20 Year Treasury Bond ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #257 holding.
&Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.