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

Sagespring 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	$57.5M	Buy	623,761 +61,873	+11%	+$5.98M	0.86%	29
2026 Q2	$56.4M	Buy	561,888 +39,115	+7%	+$3.91M	0.87%	28
2026 Q1	$52.7M	Buy	522,773 +116,612	+29%	+$11.9M	0.96%	27
2025 Q4	$41.3M	Buy	406,161 +11,814	+3%	+$1.22M	0.75%	27
2025 Q3	$40.6M	Buy	394,347 +36,446	+10%	+$3.69M	0.8%	27
2025 Q2	$36.4M	Buy	357,901 +159,439	+80%	+$16M	0.78%	27
2025 Q1	$20.6M	Sell	198,462 -12,224	-6%	-$1.24M	0.52%	34
2024 Q4	$21M	Buy	+210,686	New	+$21.8M	0.55%	35

Other funds holding TLH

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Sagespring Wealth Partners's TLH Position: Q3 2026 in Review

Sagespring Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q3 2026, buying an estimated $5.98M and bringing the position to 623,761 shares worth $57.5M. The position accounts for 0.86% of the portfolio, ranked #29.

Sagespring Wealth Partners first reported a position in TLH in Q4 2024 and has held it in 8 quarters since. 248 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Sagespring Wealth Partners held 623,761 shares of iShares 10-20 Year Treasury Bond ETF worth $57.5M as of Q3 2026.
Sagespring Wealth Partners bought 61,873 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $5.98M.
iShares 10-20 Year Treasury Bond ETF made up 0.86% of Sagespring Wealth Partners's portfolio in Q3 2026, its #29 holding.
Sagespring Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
248 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.