Premier Path Wealth Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Premier Path Wealth 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	$5.63M	Buy	56,121 +4,350	+8%	+$435K	0.65%	34
2026 Q1	$5.21M	Sell	51,771 -8,638	-14%	-$882K	0.68%	35
2025 Q4	$6.14M	Sell	60,409 -5,881	-9%	-$607K	0.79%	33
2025 Q3	$6.83M	Buy	66,290 +4,547	+7%	+$460K	0.88%	26
2025 Q2	$6.27M	Buy	61,743 +3,181	+5%	+$319K	0.87%	26
2025 Q1	$6.08M	Buy	58,562 +6,259	+12%	+$634K	0.95%	23
2024 Q4	$5.21M	Buy	52,303 +3,163	+6%	+$327K	0.79%	30
2024 Q3	$5.37M	Buy	49,140 +3,275	+7%	+$351K	0.85%	26
2024 Q2	$4.71M	Buy	45,865 +1,536	+3%	+$156K	0.8%	29
2024 Q1	$4.52M	Buy	+44,329	New	+$4.64M	0.85%	28

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

Premier Path Wealth Partners's TLH Position: Q2 2026 in Review

Premier Path Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.4% in Q2 2026, buying an estimated $435K and bringing the position to 56,121 shares worth $5.63M. The position accounts for 0.65% of the portfolio, ranked #34.

Premier Path Wealth Partners first reported a position in TLH in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.83M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Premier Path Wealth Partners held 56,121 shares of iShares 10-20 Year Treasury Bond ETF worth $5.63M as of Q2 2026.
Premier Path Wealth Partners bought 4,350 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $435K.
iShares 10-20 Year Treasury Bond ETF made up 0.65% of Premier Path Wealth Partners's portfolio in Q2 2026, its #34 holding.
Premier Path Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Premier Path Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $6.83M in Q3 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.