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 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

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

Sagespring Wealth Partners's TLH Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.5% in Q2 2026, buying an estimated $3.91M and bringing the position to 561,888 shares worth $56.4M. The position accounts for 0.87% of the portfolio, ranked #28.

Sagespring Wealth Partners first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Sagespring Wealth Partners held 561,888 shares of iShares 10-20 Year Treasury Bond ETF worth $56.4M as of Q2 2026.
Sagespring Wealth Partners bought 39,115 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.91M.
iShares 10-20 Year Treasury Bond ETF made up 0.87% of Sagespring Wealth Partners's portfolio in Q2 2026, its #28 holding.
Sagespring Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.