Atlanta Consulting Group Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Atlanta Consulting Group Advisors’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 Q1	$993K	Buy	9,863 +1,016	+11%	+$104K	0.21%	61
2025 Q4	$899K	Sell	8,847 -1,099	-11%	-$113K	0.2%	58
2025 Q3	$1.02M	Buy	9,946 +14	+0.1%	+$1.42K	0.25%	53
2025 Q2	$1.01M	Sell	9,932 -302	-3%	-$30.3K	0.28%	45
2025 Q1	$1.06M	Buy	10,234 +1,579	+18%	+$160K	0.31%	42
2024 Q4	$862K	Buy	8,655 +24	+0.3%	+$2.48K	0.32%	51
2024 Q3	$944K	Buy	8,631 +627	+8%	+$67.2K	0.23%	83
2024 Q2	$822K	Buy	8,004 +39	+0.5%	+$3.97K	0.18%	48
2024 Q1	$837K	Buy	+7,965	New	+$834K	0.29%	49

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atlanta Consulting Group Advisors's TLH Position: Q1 2026 in Review

Atlanta Consulting Group Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q1 2026, buying an estimated $104K and bringing the position to 9,863 shares worth $993K. The position accounts for 0.21% of the portfolio, ranked #61.

Atlanta Consulting Group Advisors first reported a position in TLH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Atlanta Consulting Group Advisors held 9,863 shares of iShares 10-20 Year Treasury Bond ETF worth $993K as of Q1 2026.
Atlanta Consulting Group Advisors bought 1,016 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $104K.
iShares 10-20 Year Treasury Bond ETF made up 0.21% of Atlanta Consulting Group Advisors's portfolio in Q1 2026, its #61 holding.
Atlanta Consulting Group Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 9 quarters since.
Atlanta Consulting Group Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.06M in Q1 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q1 2026, filed 15 May 2026.