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

Strata Wealth Advisors’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	$6.55M	Buy	+71,026	New	+$6.87M	1.54%	18

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Strata Wealth Advisors's TLH Position: Q3 2026 in Review

Strata Wealth Advisors opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026: 71,026 shares worth $6.55M. The stake represents 1.54% of the portfolio and ranks #18 among its holdings.

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

Strata Wealth Advisors held 71,026 shares of iShares 10-20 Year Treasury Bond ETF worth $6.55M as of Q3 2026.
iShares 10-20 Year Treasury Bond ETF was a new Strata Wealth Advisors position in Q3 2026.
iShares 10-20 Year Treasury Bond ETF made up 1.54% of Strata Wealth Advisors's portfolio in Q3 2026, its #18 holding.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.