Sheets Smith Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sheets Smith Wealth Management’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	$217K	Buy	+2,352	New	+$227K	0.02%	375

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

Sheets Smith Wealth Management's TLH Position: Q3 2026 in Review

Sheets Smith Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 2,352 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #375 among its holdings.

236 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Sheets Smith Wealth Management held 2,352 shares of iShares 10-20 Year Treasury Bond ETF worth $217K as of Q3 2026.
iShares 10-20 Year Treasury Bond ETF was a new Sheets Smith Wealth Management position in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #375 holding.
236 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.