Sequoia Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sequoia Financial 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	$692K	Sell	6,897 -3,342	-33%	-$334K	﹤0.01%	1121
2026 Q1	$1.03M	Sell	10,239 -127	-1%	-$13K	0.01%	884
2025 Q4	$1.05M	Buy	10,366 +756	+8%	+$78K	0.01%	864
2025 Q3	$990K	Buy	9,610 +1	+0%	+$101	0.01%	780
2025 Q2	$976K	Sell	9,609 -799	-8%	-$80.2K	0.01%	699
2025 Q1	$1.08M	Sell	10,408 -1,060	-9%	-$107K	0.01%	598
2024 Q4	$1.14M	Sell	11,468 -5,845	-34%	-$605K	0.01%	546
2024 Q3	$1.89M	Sell	17,313 -23,362	-57%	-$2.5M	0.02%	389
2024 Q2	$4.18M	Sell	40,675 -549,404	-93%	-$55.9M	0.05%	212
2024 Q1	$62M	Buy	590,079 +32,211	+6%	+$3.37M	0.77%	25
2023 Q4	$60.4M	Buy	557,868 +39,817	+8%	+$3.99M	0.75%	27
2023 Q3	$51M	Buy	518,051 +20,689	+4%	+$2.17M	0.89%	24
2023 Q2	$55.1M	Buy	497,362 +163,226	+49%	+$18.3M	0.95%	25
2023 Q1	$38.3M	Buy	334,136 +24,242	+8%	+$2.73M	0.85%	24
2022 Q4	$33.5M	Buy	+309,894	New	+$33.6M	0.82%	24
2014 Q4	–	Sell	-1,823	Closed	-$238K	–	171
2014 Q3	$238K	Sell	1,823 -21	-1%	-$2.73K	0.17%	135
2014 Q2	$238K	Buy	+1,844	New	+$236K	0.18%	132
2014 Q1	–	Sell	-6,050	Closed	-$732K	–	163
2013 Q4	$732K	Buy	+6,050	New	+$749K	0.61%	40

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

Sequoia Financial Advisors's TLH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 33% in Q2 2026, selling an estimated $334K and leaving 6,897 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Sequoia Financial Advisors first reported a position in TLH in Q4 2013 and has held it in 18 quarters since. The position peaked at $62M in Q1 2024. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Sequoia Financial Advisors held 6,897 shares of iShares 10-20 Year Treasury Bond ETF worth $692K as of Q2 2026.
Sequoia Financial Advisors sold 3,342 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $334K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1121 holding.
Sequoia Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2013 and has held it in 18 quarters since.
Sequoia Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $62M in Q1 2024.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.