WealthGarden F.S.’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WealthGarden F.S.’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	$242K	Sell	2,412 -5,446	-69%	-$544K	0.14%	161
2026 Q1	$791K	Buy	7,858 +95	+1%	+$9.7K	0.54%	64
2025 Q4	$795K	Buy	7,763 +438	+6%	+$45.2K	0.52%	61
2025 Q3	$768K	Buy	7,325 +3,588	+96%	+$363K	0.55%	58
2025 Q2	$375K	Buy	3,737 +1,665	+80%	+$167K	0.31%	89
2025 Q1	$215K	Sell	2,072 -527	-20%	-$53.4K	0.21%	120
2024 Q4	$259K	Sell	2,599 -8	-0.3%	-$828	0.24%	105
2024 Q3	$285K	Buy	+2,607	New	+$279K	0.28%	98

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

WealthGarden F.S.'s TLH Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 69% in Q2 2026, selling an estimated $544K and leaving 2,412 shares worth $242K. The position accounts for 0.14% of the portfolio, ranked #161.

WealthGarden F.S. first reported a position in TLH in Q3 2024 and has held it in 8 quarters since. The position peaked at $795K in Q4 2025. 291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

WealthGarden F.S. held 2,412 shares of iShares 10-20 Year Treasury Bond ETF worth $242K as of Q2 2026.
WealthGarden F.S. sold 5,446 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $544K.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of WealthGarden F.S.'s portfolio in Q2 2026, its #161 holding.
WealthGarden F.S. first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
WealthGarden F.S.'s iShares 10-20 Year Treasury Bond ETF position peaked at $795K in Q4 2025.
291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.