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 Q2	$1.12M	Buy	11,178 +1,315	+13%	+$131K	0.18%	76
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 $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

Atlanta Consulting Group Advisors's TLH Position: Q2 2026 in Review

Atlanta Consulting Group Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 13% in Q2 2026, buying an estimated $131K and bringing the position to 11,178 shares worth $1.12M. The position accounts for 0.18% of the portfolio, ranked #76.

Atlanta Consulting Group Advisors first reported a position in TLH in Q1 2024 and has held it in 10 quarters since. 612 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Atlanta Consulting Group Advisors held 11,178 shares of iShares 10-20 Year Treasury Bond ETF worth $1.12M as of Q2 2026.
Atlanta Consulting Group Advisors bought 1,315 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $131K.
iShares 10-20 Year Treasury Bond ETF made up 0.18% of Atlanta Consulting Group Advisors's portfolio in Q2 2026, its #76 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 10 quarters since.
612 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.