Wedbush Securities’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Wedbush Securities’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	$429K	Sell	4,276 -721	-14%	-$72K	0.01%	776
2026 Q1	$503K	Sell	4,997 -5,176	-51%	-$529K	0.01%	681
2025 Q4	$1.03M	Buy	10,173 +131	+1%	+$13.5K	0.03%	439
2025 Q3	$1.03M	Buy	10,042 +3,309	+49%	+$335K	0.03%	420
2025 Q2	$684K	Buy	6,733 +1,064	+19%	+$107K	0.02%	526
2025 Q1	$588K	Buy	5,669 +3,545	+167%	+$359K	0.02%	558
2024 Q4	$211K	Buy	2,124 +170	+9%	+$17.6K	0.01%	1003
2024 Q3	$214K	Sell	1,954 -1,584	-45%	-$170K	0.01%	965
2024 Q2	$363K	Sell	3,538 -44	-1%	-$4.48K	0.01%	783
2024 Q1	$376K	Buy	3,582 +355	+11%	+$37.2K	0.01%	760
2023 Q4	$349K	Sell	3,227 -2,322	-42%	-$232K	0.02%	699
2023 Q3	$546K	Buy	5,549 +286	+5%	+$30K	0.03%	493
2023 Q2	$583K	Buy	5,263 +1,021	+24%	+$114K	0.03%	489
2023 Q1	$486K	Buy	4,242 +172	+4%	+$19.3K	0.02%	544
2022 Q4	$440K	Buy	4,070 +546	+15%	+$59.2K	0.02%	565
2022 Q3	$384K	Buy	+3,524	New	+$417K	0.02%	615

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

Wedbush Securities's TLH Position: Q2 2026 in Review

Wedbush Securities reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q2 2026, selling an estimated $72K and leaving 4,276 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #776.

Wedbush Securities first reported a position in TLH in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Wedbush Securities held 4,276 shares of iShares 10-20 Year Treasury Bond ETF worth $429K as of Q2 2026.
Wedbush Securities sold 721 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $72K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #776 holding.
Wedbush Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 16 quarters since.
Wedbush Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $1.03M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.