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

Quadrant Private Wealth Management’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	–	Sell	-15,544	Closed	-$1.57M	–	285
2026 Q1	$1.57M	Sell	15,544 -1,962	-11%	-$200K	0.24%	95
2025 Q4	$1.78M	Buy	17,506 +1,111	+7%	+$115K	0.29%	84
2025 Q3	$1.69M	Sell	16,395 -5,284	-24%	-$535K	0.31%	84
2025 Q2	$2.2M	Buy	21,679 +6,534	+43%	+$656K	0.46%	65
2025 Q1	$1.57M	Sell	15,145 -6,466	-30%	-$655K	0.39%	69
2024 Q4	$2.15M	Buy	21,611 +9,376	+77%	+$970K	0.53%	58
2024 Q3	$1.34M	Sell	12,235 -508	-4%	-$54.5K	0.33%	76
2024 Q2	$1.31M	Buy	12,743 +3,039	+31%	+$309K	0.3%	78
2024 Q1	$1.02M	Sell	9,704 -947	-9%	-$99.2K	0.26%	84
2023 Q4	$1.15M	Buy	10,651 +6,788	+176%	+$679K	0.32%	78
2023 Q3	$380K	Buy	+3,863	New	+$406K	0.13%	139

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

Quadrant Private Wealth Management's TLH Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 15,544 shares — an estimated $1.57M sold.

Quadrant Private Wealth Management first reported a position in TLH in Q3 2023 and held it in 11 quarters. The position peaked at $2.2M in Q2 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Quadrant Private Wealth Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 15,544 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.57M.
Quadrant Private Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and held it in 11 quarters.
Quadrant Private Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $2.2M in Q2 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.