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

Wealth Alliance’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	$5.95M	Sell	59,254 -19,221	-24%	-$1.92M	0.5%	39
2026 Q1	$7.9M	Sell	78,475 -10,398	-12%	-$1.06M	0.78%	22
2025 Q4	$9.04M	Sell	88,873 -2,770	-3%	-$286K	0.88%	21
2025 Q3	$9.44M	Buy	91,643 +28,859	+46%	+$2.92M	0.97%	20
2025 Q2	$6.38M	Buy	62,784 +14,468	+30%	+$1.45M	0.71%	25
2025 Q1	$5.01M	Buy	48,316 +41,511	+610%	+$4.21M	0.61%	27
2024 Q4	$677K	Sell	6,805 -726	-10%	-$75.1K	0.08%	216
2024 Q3	$823K	Buy	7,531 +486	+7%	+$52.1K	0.1%	190
2024 Q2	$723K	Buy	7,045 +3,085	+78%	+$314K	0.09%	191
2024 Q1	$416K	Buy	3,960 +1,008	+34%	+$106K	0.05%	312
2023 Q4	$320K	Buy	+2,952	New	+$295K	0.04%	367
2023 Q3	–	Sell	-16,035	Closed	-$1.78M	–	531
2023 Q2	$1.78M	Buy	16,035 +339	+2%	+$38K	0.27%	80
2023 Q1	$1.8M	Sell	15,696 -1,634	-9%	-$184K	0.29%	69
2022 Q4	$1.87M	Buy	17,330 +3,751	+28%	+$407K	0.33%	62
2022 Q3	$1.48M	Buy	13,579 +2,035	+18%	+$241K	0.29%	68
2022 Q2	$1.39M	Buy	11,544 +3,137	+37%	+$385K	0.27%	84
2022 Q1	$1.13M	Buy	+8,407	New	+$1.18M	0.23%	98

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

Wealth Alliance's TLH Position: Q2 2026 in Review

Wealth Alliance reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 24% in Q2 2026, selling an estimated $1.92M and leaving 59,254 shares worth $5.95M. The position accounts for 0.5% of the portfolio, ranked #39.

Wealth Alliance first reported a position in TLH in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.44M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Wealth Alliance held 59,254 shares of iShares 10-20 Year Treasury Bond ETF worth $5.95M as of Q2 2026.
Wealth Alliance sold 19,221 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.92M.
iShares 10-20 Year Treasury Bond ETF made up 0.5% of Wealth Alliance's portfolio in Q2 2026, its #39 holding.
Wealth Alliance first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Wealth Alliance's iShares 10-20 Year Treasury Bond ETF position peaked at $9.44M in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.