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

ShoreHaven 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	–	Sell	-17,547	Closed	-$1.77M	–	114
2026 Q1	$1.77M	Sell	17,547 -70	-0.4%	-$7.15K	0.63%	35
2025 Q4	$1.79M	Buy	17,617 +235	+1%	+$24.2K	0.64%	33
2025 Q3	$1.79M	Sell	17,382 -2,968	-15%	-$300K	0.66%	32
2025 Q2	$2.07M	Buy	20,350 +6,179	+44%	+$620K	0.85%	32
2025 Q1	$1.47M	Sell	14,171 -4,764	-25%	-$483K	0.7%	38
2024 Q4	$1.88M	Buy	18,935 +2,760	+17%	+$286K	0.89%	24
2024 Q3	$1.77M	Sell	16,175 -2,271	-12%	-$243K	0.85%	28
2024 Q2	$1.89M	Buy	18,446 +4,157	+29%	+$423K	1%	24
2024 Q1	$1.5M	Sell	14,289 -416	-3%	-$43.6K	0.83%	31
2023 Q4	$1.59M	Buy	14,705 +4,635	+46%	+$464K	0.97%	27
2023 Q3	$992K	Sell	10,070 -53	-0.5%	-$5.57K	0.68%	32
2023 Q2	$1.12M	Sell	10,123 -999	-9%	-$112K	0.75%	31
2023 Q1	$1.27M	Sell	11,122 -4,096	-27%	-$461K	0.89%	28
2022 Q4	$1.65M	Buy	+15,218	New	+$1.65M	1.16%	24
2022 Q3	–	Sell	-15,187	Closed	-$1.82M	–	82
2022 Q2	$1.82M	Buy	+15,187	New	+$1.86M	1.31%	21

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

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

ShoreHaven Wealth Partners sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 17,547 shares — an estimated $1.77M sold.

ShoreHaven Wealth Partners first reported a position in TLH in Q2 2022 and held it in 15 quarters. The position peaked at $2.07M in Q2 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

ShoreHaven Wealth Partners reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
ShoreHaven Wealth Partners sold 17,547 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.77M.
ShoreHaven Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and held it in 15 quarters.
ShoreHaven Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $2.07M in Q2 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.