Prestige Wealth Management Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Prestige Wealth Management Group’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	$502	Hold	5	–	–	﹤0.01%	1030
2026 Q1	$504	Hold	5	–	–	﹤0.01%	962
2025 Q4	$509	Hold	5	–	–	﹤0.01%	952
2025 Q3	$515	Hold	5	–	–	﹤0.01%	929
2025 Q2	$508	Hold	5	–	–	﹤0.01%	931
2025 Q1	$519	Hold	5	–	–	﹤0.01%	927
2024 Q4	$498	Hold	5	–	–	﹤0.01%	967
2024 Q3	$547	Hold	5	–	–	﹤0.01%	951
2024 Q2	$514	Hold	5	–	–	﹤0.01%	919
2024 Q1	$526	Hold	5	–	–	﹤0.01%	949
2023 Q4	$542	Buy	+5	New	+$500	﹤0.01%	938

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

Prestige Wealth Management Group's TLH Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 5 shares worth $502. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Prestige Wealth Management Group first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $547 in Q3 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Prestige Wealth Management Group held 5 shares of iShares 10-20 Year Treasury Bond ETF worth $502 as of Q2 2026.
Prestige Wealth Management Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #1030 holding.
Prestige Wealth Management Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Prestige Wealth Management Group's iShares 10-20 Year Treasury Bond ETF position peaked at $547 in Q3 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.