WealthShield Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

WealthShield Partners’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	$2.75M	Sell	27,416 -7,887	-22%	-$788K	0.42%	69
2026 Q1	$3.56M	Sell	35,303 -15,397	-30%	-$1.57M	0.4%	68
2025 Q4	$5.15M	Sell	50,700 -2,187	-4%	-$226K	0.57%	50
2025 Q3	$5.45M	Buy	52,887 +10,329	+24%	+$1.04M	0.62%	44
2025 Q2	$4.32M	Buy	42,558 +9,995	+31%	+$1M	0.52%	52
2025 Q1	$3.38M	Buy	32,563 +18,168	+126%	+$1.84M	0.43%	62
2024 Q4	$1.43M	Sell	14,395 -1,269	-8%	-$131K	0.2%	119
2024 Q3	$1.71M	Buy	15,664 +1,362	+10%	+$146K	0.23%	109
2024 Q2	$1.47M	Sell	14,302 -1,801	-11%	-$183K	0.22%	116
2024 Q1	$1.69M	Sell	16,103 -1,603	-9%	-$168K	0.27%	106
2023 Q4	$1.92M	Buy	17,706 +16,193	+1,070%	+$1.62M	0.32%	93
2023 Q3	$149K	Sell	1,513 -7,560	-83%	-$794K	0.02%	307
2023 Q2	$1.01M	Sell	9,073 -399	-4%	-$44.7K	0.15%	145
2023 Q1	$1.08M	Sell	9,472 -3,116	-25%	-$350K	0.17%	139
2022 Q4	$1.36M	Buy	12,588 +5,882	+88%	+$638K	0.26%	108
2022 Q3	$731K	Buy	6,706 +159	+2%	+$18.8K	0.15%	164
2022 Q2	$787K	Buy	6,547 +1,564	+31%	+$192K	0.16%	156
2022 Q1	$671K	Buy	+4,983	New	+$698K	0.11%	194

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

WealthShield Partners's TLH Position: Q2 2026 in Review

WealthShield Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, selling an estimated $788K and leaving 27,416 shares worth $2.75M. The position accounts for 0.42% of the portfolio, ranked #69.

WealthShield Partners first reported a position in TLH in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.45M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

WealthShield Partners held 27,416 shares of iShares 10-20 Year Treasury Bond ETF worth $2.75M as of Q2 2026.
WealthShield Partners sold 7,887 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $788K.
iShares 10-20 Year Treasury Bond ETF made up 0.42% of WealthShield Partners's portfolio in Q2 2026, its #69 holding.
WealthShield Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
WealthShield Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $5.45M in Q3 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.