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

Traveka 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	$2.21M	Buy	24,000 +4,701	+24%	+$455K	0.68%	34
2026 Q2	$1.94M	Buy	19,299 +2,793	+17%	+$279K	0.64%	36
2026 Q1	$1.66M	Buy	16,506 +7,456	+82%	+$761K	0.63%	38
2025 Q4	$920K	Buy	9,050 +4,257	+89%	+$439K	0.37%	52
2025 Q3	$494K	Buy	+4,793	New	+$485K	0.22%	78

Other funds holding TLH

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

Traveka Wealth's TLH Position: Q3 2026 in Review

Traveka Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q3 2026, buying an estimated $455K and bringing the position to 24,000 shares worth $2.21M. The position accounts for 0.68% of the portfolio, ranked #34.

Traveka Wealth first reported a position in TLH in Q3 2025 and has held it in 5 quarters since. 268 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Traveka Wealth held 24,000 shares of iShares 10-20 Year Treasury Bond ETF worth $2.21M as of Q3 2026.
Traveka Wealth bought 4,701 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $455K.
iShares 10-20 Year Treasury Bond ETF made up 0.68% of Traveka Wealth's portfolio in Q3 2026, its #34 holding.
Traveka Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 5 quarters since.
268 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Traveka Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.