PUREfi Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

PUREfi Wealth’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	$614K	Buy	6,662 +2,929	+78%	+$283K	0.29%	79
2026 Q2	$375K	Sell	3,733 -1,129	-23%	-$113K	0.21%	134
2026 Q1	$490K	Buy	4,862 +978	+25%	+$100K	0.32%	76
2025 Q4	$395K	Sell	3,884 -400	-9%	-$41.3K	0.3%	92
2025 Q3	$441K	Buy	4,284 +1,608	+60%	+$163K	0.34%	81
2025 Q2	$272K	Buy	+2,676	New	+$269K	0.22%	122

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

PUREfi Wealth's TLH Position: Q3 2026 in Review

PUREfi Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 78% in Q3 2026, buying an estimated $283K and bringing the position to 6,662 shares worth $614K. The position accounts for 0.29% of the portfolio, ranked #79.

PUREfi Wealth first reported a position in TLH in Q2 2025 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

PUREfi Wealth held 6,662 shares of iShares 10-20 Year Treasury Bond ETF worth $614K as of Q3 2026.
PUREfi Wealth bought 2,929 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $283K.
iShares 10-20 Year Treasury Bond ETF made up 0.29% of PUREfi Wealth's portfolio in Q3 2026, its #79 holding.
PUREfi Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 6 quarters since.
168 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.