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 Q3	$7.29M	Buy	79,078 +22,957	+41%	+$2.22M	0.85%	24
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Premier Path Wealth Partners's TLH Position: Q3 2026 in Review

Premier Path Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 41% in Q3 2026, buying an estimated $2.22M and bringing the position to 79,078 shares worth $7.29M. The position accounts for 0.85% of the portfolio, ranked #24.

Premier Path Wealth Partners first reported a position in TLH in Q1 2024 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Premier Path Wealth Partners held 79,078 shares of iShares 10-20 Year Treasury Bond ETF worth $7.29M as of Q3 2026.
Premier Path Wealth Partners bought 22,957 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.22M.
iShares 10-20 Year Treasury Bond ETF made up 0.85% of Premier Path Wealth Partners's portfolio in Q3 2026, its #24 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 11 quarters since.
153 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.