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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Traveka Wealth's TLH Position: Q2 2026 in Review

Traveka Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, buying an estimated $279K and bringing the position to 19,299 shares worth $1.94M. The position accounts for 0.64% of the portfolio, ranked #36.

Traveka Wealth first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. 310 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Traveka Wealth held 19,299 shares of iShares 10-20 Year Treasury Bond ETF worth $1.94M as of Q2 2026.
  • Traveka Wealth bought 2,793 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $279K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.64% of Traveka Wealth's portfolio in Q2 2026, its #36 holding.
  • Traveka Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 310 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.