SWA
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Sax Wealth Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sax Wealth Advisors’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 		$392K Sell
3,891
-347
-8% -$34.7K 0.02% 396
2026
Q1 		$431K Hold
4,238
– – 0.02% 315
2025
Q4 		$431K Sell
4,238
-100
-2% -$10.3K 0.02% 321
2025
Q3 		$447K Sell
4,338
-216
-5% -$21.9K 0.02% 290
2025
Q2 		$463K Buy
+4,554
New +$457K 0.03% 272

Other funds holding TLH

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Sax Wealth Advisors's TLH Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.2% in Q2 2026, selling an estimated $34.7K and leaving 3,891 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #396.

Sax Wealth Advisors first reported a position in TLH in Q2 2025 and has held it in 5 quarters since. The position peaked at $463K in Q2 2025. 155 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Sax Wealth Advisors held 3,891 shares of iShares 10-20 Year Treasury Bond ETF worth $392K as of Q2 2026.
  • Sax Wealth Advisors sold 347 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $34.7K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #396 holding.
  • Sax Wealth Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $463K in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.