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

SteelPeak 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 Q2	$13.8M	Sell	137,143 -23,576	-15%	-$2.36M	0.36%	58
2026 Q1	$16.2M	Buy	160,719 +8,977	+6%	+$917K	0.49%	48
2025 Q4	$15.4M	Sell	151,742 -23,009	-13%	-$2.37M	0.5%	50
2025 Q3	$18M	Buy	174,751 +22,604	+15%	+$2.29M	0.6%	35
2025 Q2	$15.5M	Buy	152,147 +47,040	+45%	+$4.72M	0.6%	38
2025 Q1	$10.9M	Buy	+105,107	New	+$10.7M	0.45%	50
2023 Q3	–	Sell	-39,861	Closed	-$4.42M	–	512
2023 Q2	$4.42M	Buy	39,861 +328	+0.8%	+$36.8K	0.26%	71
2023 Q1	$4.53M	Sell	39,533 -3,418	-8%	-$384K	0.31%	72
2022 Q4	$4.65M	Buy	42,951 +11,439	+36%	+$1.24M	0.34%	64
2022 Q3	$3.43M	Buy	31,512 +1,402	+5%	+$166K	0.26%	79
2022 Q2	$3.62M	Buy	30,110 +8,356	+38%	+$1.03M	0.26%	74
2022 Q1	$2.93M	Buy	21,754 +18,885	+658%	+$2.65M	0.17%	101
2021 Q4	$426K	Buy	2,869 +495	+21%	+$73.3K	0.02%	284
2021 Q3	$349K	Buy	+2,374	New	+$358K	0.02%	306

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

SteelPeak Wealth's TLH Position: Q2 2026 in Review

SteelPeak Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q2 2026, selling an estimated $2.36M and leaving 137,143 shares worth $13.8M. The position accounts for 0.36% of the portfolio, ranked #58.

SteelPeak Wealth first reported a position in TLH in Q3 2021 and has held it in 14 quarters since. The position peaked at $18M in Q3 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

SteelPeak Wealth held 137,143 shares of iShares 10-20 Year Treasury Bond ETF worth $13.8M as of Q2 2026.
SteelPeak Wealth sold 23,576 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.36M.
iShares 10-20 Year Treasury Bond ETF made up 0.36% of SteelPeak Wealth's portfolio in Q2 2026, its #58 holding.
SteelPeak Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
SteelPeak Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $18M in Q3 2025.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.