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

SMART Wealth’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
Q1 		– Sell
-2,355
Closed -$239K – 226
2025
Q4 		$239K Buy
+2,355
New +$243K 0.07% 166

Other funds holding TLH

Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SMART Wealth's TLH Position: Q1 2026 in Review

SMART Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 2,355 shares — an estimated $239K sold.

SMART Wealth first reported a position in TLH in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 635 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • SMART Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SMART Wealth sold 2,355 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $239K.
  • SMART Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and held it in 1 quarter.
  • SMART Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $239K in Q4 2025.
  • 635 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.