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Root Financial Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Root Financial 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 		– Sell
-228
Closed -$23K – 2923
2026
Q1 		$23K Buy
228
+78
+52% +$7.96K ﹤0.01% 1240
2025
Q4 		$15.3K Sell
150
-185
-55% -$19.1K ﹤0.01% 1305
2025
Q3 		$34.5K Buy
+335
New +$33.9K ﹤0.01% 818

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's TLH Position: Q2 2026 in Review

Root Financial Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 228 shares — an estimated $23K sold.

Root Financial Partners first reported a position in TLH in Q3 2025 and held it in 3 quarters. The position peaked at $34.5K in Q3 2025. 269 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Root Financial Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 228 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $23K.
  • Root Financial Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $34.5K in Q3 2025.
  • 269 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.