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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$626K Sell
6,488
-141,965
-96% -$14.2M 0.04% 277
2026
Q1
$15M Buy
148,453
+37,444
+34% +$3.82M 1.19% 20
2025
Q4
$11.3M Sell
111,009
-13,986
-11% -$1.44M 1.07% 25
2025
Q3
$12.9M Buy
124,995
+21,258
+20% +$2.15M 1.66% 15
2025
Q2
$10.5M Buy
103,737
+43,108
+71% +$4.33M 2.13% 11
2025
Q1
$6.29M Buy
+60,629
New +$6.15M 1.96% 12
2024
Q3
Sell
-135
Closed -$13.9K 825
2024
Q2
$13.9K Buy
+135
New +$13.7K 0.01% 409

Other funds holding TLH

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

Triad Wealth Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 96% in Q2 2026, selling an estimated $14.2M and leaving 6,488 shares worth $626K. The position accounts for 0.04% of the portfolio, ranked #277.

Triad Wealth Partners first reported a position in TLH in Q2 2024 and has held it in 7 quarters since. The position peaked at $15M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Triad Wealth Partners held 6,488 shares of iShares 10-20 Year Treasury Bond ETF worth $626K as of Q2 2026.
  • Triad Wealth Partners sold 141,965 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.2M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #277 holding.
  • Triad Wealth Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Triad Wealth Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $15M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.