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 Q3	$816K	Sell	8,852 -145	-2%	-$14K	0.75%	38
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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Unify Financial Advisors's TLH Position: Q3 2026 in Review

Unify Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.6% in Q3 2026, selling an estimated $14K and leaving 8,852 shares worth $816K. The position accounts for 0.75% of the portfolio, ranked #38.

Unify Financial Advisors first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.33M in Q4 2025. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Unify Financial Advisors held 8,852 shares of iShares 10-20 Year Treasury Bond ETF worth $816K as of Q3 2026.
Unify Financial Advisors sold 145 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $14K.
iShares 10-20 Year Treasury Bond ETF made up 0.75% of Unify Financial Advisors's portfolio in Q3 2026, its #38 holding.
Unify Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Unify Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.33M in Q4 2025.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Unify Financial Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.