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 Q3	$361K	Sell	3,922 -354	-8%	-$34.2K	0.01%	868
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Wedbush Securities's TLH Position: Q3 2026 in Review

Wedbush Securities reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.3% in Q3 2026, selling an estimated $34.2K and leaving 3,922 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #868.

Wedbush Securities first reported a position in TLH in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.03M in Q4 2025. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Wedbush Securities held 3,922 shares of iShares 10-20 Year Treasury Bond ETF worth $361K as of Q3 2026.
Wedbush Securities sold 354 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $34.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Wedbush Securities's portfolio in Q3 2026, its #868 holding.
Wedbush Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 17 quarters since.
Wedbush Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $1.03M in Q4 2025.
184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.