UFA
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Unify Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Unify Financial 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 		$903K Sell
8,997
-2,323
-21% -$232K 0.83% 32
2026
Q1 		$1.14M Sell
11,320
-1,808
-14% -$185K 1.18% 22
2025
Q4 		$1.33M Buy
+13,128
New +$1.35M 1.39% 21

Other funds holding TLH

Envestnet Portfolio Solutions
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
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
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
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Unify Financial Advisors's TLH Position: Q2 2026 in Review

Unify Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q2 2026, selling an estimated $232K and leaving 8,997 shares worth $903K. The position accounts for 0.83% of the portfolio, ranked #32.

Unify Financial Advisors first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.33M in Q4 2025. 186 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Unify Financial Advisors held 8,997 shares of iShares 10-20 Year Treasury Bond ETF worth $903K as of Q2 2026.
  • Unify Financial Advisors sold 2,323 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $232K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.83% of Unify Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Unify Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Unify Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.33M in Q4 2025.
  • 186 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.