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

Strategic 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 Q1	$27.8K	Sell	276 -23	-8%	-$2.35K	﹤0.01%	638
2025 Q4	$30.4K	Sell	299 -59	-16%	-$6.09K	﹤0.01%	619
2025 Q3	$36.9K	Buy	358 +67	+23%	+$6.78K	﹤0.01%	615
2025 Q2	$29.6K	Buy	+291	New	+$29.2K	﹤0.01%	576
2022 Q4	–	Sell	-2,928	Closed	-$319K	–	289
2022 Q3	$319K	Buy	+2,928	New	+$346K	0.07%	215

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Strategic Wealth Partners's TLH Position: Q1 2026 in Review

Strategic Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.7% in Q1 2026, selling an estimated $2.35K and leaving 276 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Strategic Wealth Partners first reported a position in TLH in Q3 2022 and has held it in 5 quarters since. The position peaked at $319K in Q3 2022. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Strategic Wealth Partners held 276 shares of iShares 10-20 Year Treasury Bond ETF worth $27.8K as of Q1 2026.
Strategic Wealth Partners sold 23 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.35K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #638 holding.
Strategic Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
Strategic Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $319K in Q3 2022.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.