Two West Capital Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Two West Capital Advisors’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	$1.23M	Sell	12,582 -2,107	-14%	-$211K	0.61%	30
2026 Q1	$1.47M	Buy	14,689 +2,813	+24%	+$287K	0.78%	26
2025 Q4	$1.21M	Buy	11,876 +2,012	+20%	+$208K	0.7%	25
2025 Q3	$1.03M	Buy	9,864 +1,378	+16%	+$139K	0.62%	31
2025 Q2	$849K	Buy	8,486 +5,550	+189%	+$557K	0.56%	32
2025 Q1	$292K	Buy	+2,936	New	+$298K	0.24%	56

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

Two West Capital Advisors's TLH Position: Q2 2026 in Review

Two West Capital Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q2 2026, selling an estimated $211K and leaving 12,582 shares worth $1.23M. The position accounts for 0.61% of the portfolio, ranked #30.

Two West Capital Advisors first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q1 2026. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Two West Capital Advisors held 12,582 shares of iShares 10-20 Year Treasury Bond ETF worth $1.23M as of Q2 2026.
Two West Capital Advisors sold 2,107 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $211K.
iShares 10-20 Year Treasury Bond ETF made up 0.61% of Two West Capital Advisors's portfolio in Q2 2026, its #30 holding.
Two West Capital Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Two West Capital Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.47M in Q1 2026.
211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.