SMART Wealth
TLH icon

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
Q3 		$248K Buy
+2,695
New +$261K 0.05% 210
2026
Q1 		– Sell
-2,355
Closed -$239K – 226
2025
Q4 		$239K Buy
+2,355
New +$243K 0.07% 166

Other funds holding TLH

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Peavine Capital
Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

SMART Wealth's TLH Position: Q3 2026 in Review

SMART Wealth opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 2,695 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #210 among its holdings. This is a return to the name: SMART Wealth previously reported a position in TLH as recently as Q4 2025.

SMART Wealth first reported a position in TLH in Q4 2025 and has held it in 2 quarters since. 354 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • SMART Wealth held 2,695 shares of iShares 10-20 Year Treasury Bond ETF worth $248K as of Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new SMART Wealth position in Q3 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.05% of SMART Wealth's portfolio in Q3 2026, its #210 holding.
  • SMART Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 354 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.