W.H. Cornerstone Investments’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

W.H. Cornerstone Investments’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	$463K	Buy	+4,616	New	+$461K	0.26%	75
2023 Q3	–	Sell	-4,137	Closed	-$458K	–	135
2023 Q2	$458K	Sell	4,137 -1,718	-29%	-$193K	0.41%	64
2023 Q1	$671K	Buy	5,855 +1,735	+42%	+$195K	0.61%	51
2022 Q4	$471K	Buy	4,120 +143	+4%	+$15.5K	0.45%	63
2022 Q3	$424K	Buy	+3,977	New	+$471K	0.45%	65

Other funds holding TLH

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

W.H. Cornerstone Investments's TLH Position: Q2 2026 in Review

W.H. Cornerstone Investments opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 4,616 shares worth $463K. The stake represents 0.26% of the portfolio and ranks #75 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in TLH as recently as Q2 2023.

W.H. Cornerstone Investments first reported a position in TLH in Q3 2022 and has held it in 5 quarters since. The position peaked at $671K in Q1 2023. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

W.H. Cornerstone Investments held 4,616 shares of iShares 10-20 Year Treasury Bond ETF worth $463K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new W.H. Cornerstone Investments position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.26% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #75 holding.
W.H. Cornerstone Investments first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
W.H. Cornerstone Investments's iShares 10-20 Year Treasury Bond ETF position peaked at $671K in Q1 2023.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.