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

Surience Private 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 Q3	–	Sell	-35,460	Closed	-$3.56M	–	59
2026 Q2	$3.56M	Buy	+35,460	New	+$3.54M	3.13%	10
2026 Q1	–	Sell	-21,339	Closed	-$2.17M	–	50
2025 Q4	$2.17M	Buy	+21,339	New	+$2.2M	2.33%	17
2024 Q4	–	Sell	-28,637	Closed	-$3.13M	–	36
2024 Q3	$3.13M	Buy	+28,637	New	+$3.07M	3.2%	15
2024 Q2	–	Sell	-17,315	Closed	-$1.82M	–	41
2024 Q1	$1.82M	Buy	+17,315	New	+$1.81M	1.72%	21

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 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

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

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 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

Surience Private Wealth's TLH Position: Q3 2026 in Review

Surience Private Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 35,460 shares — an estimated $3.56M sold.

Surience Private Wealth first reported a position in TLH in Q1 2024 and held it in 4 quarters. The position peaked at $3.56M in Q2 2026. 168 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Surience Private Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Surience Private Wealth sold 35,460 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.56M.
Surience Private Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and held it in 4 quarters.
Surience Private Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $3.56M in Q2 2026.
168 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

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