Advus Financial Partners, LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Advus Financial Partners, LLC’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	$4.31M	Buy	42,904 +1,569	+4%	+$157K	0.98%	20
2026 Q1	$4.16M	Buy	41,335 +1,619	+4%	+$165K	1.04%	20
2025 Q4	$4.04M	Buy	39,716 +1,062	+3%	+$110K	0.98%	22
2025 Q3	$3.98M	Buy	38,654 +14,554	+60%	+$1.47M	0.96%	23
2025 Q2	$2.45M	Buy	24,100 +17,279	+253%	+$1.73M	0.63%	30
2025 Q1	$708K	Buy	+6,821	New	+$691K	0.2%	77
2023 Q3	–	Sell	-21,232	Closed	-$2.35M	–	168
2023 Q2	$2.35M	Sell	21,232 -757	-3%	-$84.9K	0.91%	26
2023 Q1	$2.52M	Buy	21,989 +14,330	+187%	+$1.61M	1.04%	25
2022 Q4	$829K	Buy	7,659 +1,847	+32%	+$200K	0.36%	45
2022 Q3	$633K	Buy	5,812 +604	+12%	+$71.5K	0.34%	48
2022 Q2	$626K	Buy	5,208 +2,731	+110%	+$335K	0.33%	47
2022 Q1	$333K	Buy	+2,477	New	+$347K	0.17%	82

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

Advus Financial Partners, LLC's TLH Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.8% in Q2 2026, buying an estimated $157K and bringing the position to 42,904 shares worth $4.31M. The position accounts for 0.98% of the portfolio, ranked #20.

Advus Financial Partners, LLC first reported a position in TLH in Q1 2022 and has held it in 12 quarters since. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Advus Financial Partners, LLC held 42,904 shares of iShares 10-20 Year Treasury Bond ETF worth $4.31M as of Q2 2026.
Advus Financial Partners, LLC bought 1,569 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $157K.
iShares 10-20 Year Treasury Bond ETF made up 0.98% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #20 holding.
Advus Financial Partners, LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.