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 Q2	$27.7K	Hold	276	–	–	﹤0.01%	667
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 $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

Strategic Wealth Partners's TLH Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 276 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Strategic Wealth Partners first reported a position in TLH in Q3 2022 and has held it in 6 quarters since. The position peaked at $319K in Q3 2022. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Strategic Wealth Partners held 276 shares of iShares 10-20 Year Treasury Bond ETF worth $27.7K as of Q2 2026.
Strategic Wealth Partners left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #667 holding.
Strategic Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 6 quarters since.
Strategic Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $319K in Q3 2022.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.