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 Q3	$4M	Buy	43,403 +1,465	+3%	+$142K	0.46%	50
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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Unique Wealth's TLH Position: Q3 2026 in Review

Unique Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.5% in Q3 2026, buying an estimated $142K and bringing the position to 43,403 shares worth $4M. The position accounts for 0.46% of the portfolio, ranked #50.

Unique Wealth first reported a position in TLH in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.21M in Q2 2026. 248 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Unique Wealth held 43,403 shares of iShares 10-20 Year Treasury Bond ETF worth $4M as of Q3 2026.
Unique Wealth bought 1,465 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $142K.
iShares 10-20 Year Treasury Bond ETF made up 0.46% of Unique Wealth's portfolio in Q3 2026, its #50 holding.
Unique Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Unique Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $4.21M in Q2 2026.
248 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.