Beacon Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Beacon Financial Group’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	$8.31M	Buy	82,784 +6,364	+8%	+$636K	0.76%	31
2026 Q1	$7.7M	Buy	76,420 +18,011	+31%	+$1.84M	0.77%	32
2025 Q4	$5.94M	Sell	58,409 -14,830	-20%	-$1.53M	0.59%	38
2025 Q3	$7.54M	Buy	73,239 +13,445	+22%	+$1.36M	0.74%	34
2025 Q2	$6.08M	Buy	59,794 +6,116	+11%	+$614K	0.63%	41
2025 Q1	$5.57M	Buy	53,678 +48,997	+1,047%	+$4.97M	0.61%	44
2024 Q4	$466K	Buy	4,681 +565	+14%	+$58.5K	0.05%	230
2024 Q3	$450K	Sell	4,116 -39	-0.9%	-$4.18K	0.05%	226
2024 Q2	$427K	Buy	+4,155	New	+$423K	0.05%	227
2024 Q1	–	Sell	-2,313	Closed	-$250K	–	335
2023 Q4	$250K	Buy	+2,313	New	+$232K	0.03%	285

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

Beacon Financial Group's TLH Position: Q2 2026 in Review

Beacon Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.3% in Q2 2026, buying an estimated $636K and bringing the position to 82,784 shares worth $8.31M. The position accounts for 0.76% of the portfolio, ranked #31.

Beacon Financial Group first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Beacon Financial Group held 82,784 shares of iShares 10-20 Year Treasury Bond ETF worth $8.31M as of Q2 2026.
Beacon Financial Group bought 6,364 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $636K.
iShares 10-20 Year Treasury Bond ETF made up 0.76% of Beacon Financial Group's portfolio in Q2 2026, its #31 holding.
Beacon Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.