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

Veridan 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 		– Sell
-23,345
Closed -$2.35M – 91
2026
Q1 		$2.35M Buy
23,345
+41
+0.2% +$4.19K 0.87% 35
2025
Q4 		$2.37M Buy
23,304
+437
+2% +$45.1K 0.8% 33
2025
Q3 		$2.36M Buy
+22,867
New +$2.31M 0.81% 32
2024
Q2 		$2.33M Buy
+22,937
New +$2.34M 0.93% 31

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Veridan Wealth's TLH Position: Q2 2026 in Review

Veridan Wealth sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 23,345 shares — an estimated $2.35M sold.

Veridan Wealth first reported a position in TLH in Q2 2024 and held it in 4 quarters. The position peaked at $2.37M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Veridan Wealth reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Veridan Wealth sold 23,345 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.35M.
  • Veridan Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 4 quarters.
  • Veridan Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $2.37M in Q4 2025.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.