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 Q3	$23.2K	Sell	252 -24	-9%	-$2.32K	﹤0.01%	566
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Strategic Wealth Partners's TLH Position: Q3 2026 in Review

Strategic Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.7% in Q3 2026, selling an estimated $2.32K and leaving 252 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Strategic Wealth Partners first reported a position in TLH in Q3 2022 and has held it in 7 quarters since. The position peaked at $319K in Q3 2022. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Strategic Wealth Partners held 252 shares of iShares 10-20 Year Treasury Bond ETF worth $23.2K as of Q3 2026.
Strategic Wealth Partners sold 24 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.32K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #566 holding.
Strategic Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 7 quarters since.
Strategic Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $319K in Q3 2022.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.