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

Semus 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	$295K	Sell	2,940 -381	-11%	-$38.1K	0.14%	91
2026 Q1	$334K	Buy	3,321 +392	+13%	+$40K	0.19%	80
2025 Q4	$298K	Sell	2,929 -720	-20%	-$74.3K	0.16%	84
2025 Q3	$376K	Buy	3,649 +732	+25%	+$74K	0.21%	74
2025 Q2	$296K	Buy	2,917 +306	+12%	+$30.7K	0.19%	83
2025 Q1	$271K	Buy	+2,611	New	+$265K	0.19%	85

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

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

Semus Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q2 2026, selling an estimated $38.1K and leaving 2,940 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #91.

Semus Wealth Partners first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $376K in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Semus Wealth Partners held 2,940 shares of iShares 10-20 Year Treasury Bond ETF worth $295K as of Q2 2026.
Semus Wealth Partners sold 381 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $38.1K.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of Semus Wealth Partners's portfolio in Q2 2026, its #91 holding.
Semus Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Semus Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $376K in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.