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

Unique 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	$4.21M	Buy	41,938 +1,296	+3%	+$129K	0.49%	47
2026 Q1	$4.09M	Buy	40,642 +13,341	+49%	+$1.36M	0.57%	42
2025 Q4	$2.78M	Buy	27,301 +371	+1%	+$38.3K	0.39%	51
2025 Q3	$2.77M	Buy	26,930 +4,002	+17%	+$405K	0.41%	56
2025 Q2	$2.33M	Buy	22,928 +11,478	+100%	+$1.15M	0.38%	59
2025 Q1	$1.19M	Buy	11,450 +9,134	+394%	+$926K	0.22%	72
2024 Q4	$231K	Buy	+2,316	New	+$240K	0.05%	128

Other funds holding TLH

FFM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

FCBT

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Unique Wealth's TLH Position: Q2 2026 in Review

Unique Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.2% in Q2 2026, buying an estimated $129K and bringing the position to 41,938 shares worth $4.21M. The position accounts for 0.49% of the portfolio, ranked #47.

Unique Wealth first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. 267 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Unique Wealth held 41,938 shares of iShares 10-20 Year Treasury Bond ETF worth $4.21M as of Q2 2026.
Unique Wealth bought 1,296 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $129K.
iShares 10-20 Year Treasury Bond ETF made up 0.49% of Unique Wealth's portfolio in Q2 2026, its #47 holding.
Unique Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
267 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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