Benjamin Edwards Inc’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Benjamin Edwards Inc’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	$83.9M	Buy	836,231 +329,898	+65%	+$33M	0.77%	18
2026 Q1	$51M	Sell	506,333 -106,232	-17%	-$10.8M	0.51%	46
2025 Q4	$62.3M	Sell	612,565 -321,781	-34%	-$33.2M	0.69%	26
2025 Q3	$96.2M	Sell	934,346 -229,455	-20%	-$23.2M	1.09%	9
2025 Q2	$118M	Buy	1,163,801 +819,189	+238%	+$82.2M	1.51%	5
2025 Q1	$35.8M	Buy	344,612 +342,062	+13,414%	+$34.7M	0.5%	62
2024 Q4	$254K	Buy	2,550 +13	+0.5%	+$1.34K	﹤0.01%	1019
2024 Q3	$277K	Buy	+2,537	New	+$272K	﹤0.01%	973
2024 Q1	–	Sell	-35,593	Closed	-$3.85M	–	750
2023 Q4	$3.85M	Buy	+35,593	New	+$3.56M	0.84%	23
2021 Q4	–	Sell	-449	Closed	-$66K	–	729
2021 Q3	$66K	Buy	+449	New	+$67.7K	0.04%	270
2020 Q3	–	Sell	-1,016	Closed	-$170K	–	389
2020 Q2	$170K	Sell	1,016 -3,279	-76%	-$548K	0.14%	128
2020 Q1	$720K	Buy	4,295 +3,911	+1,018%	+$604K	0.75%	39
2019 Q4	$55K	Buy	384 +257	+202%	+$37.7K	0.11%	128
2019 Q3	$19K	Sell	127 -1,578	-93%	-$232K	0.04%	168
2019 Q2	$244K	Sell	1,705 -1,190	-41%	-$165K	0.59%	43
2019 Q1	$398K	Buy	+2,895	New	+$387K	1.9%	8

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

Benjamin Edwards Inc's TLH Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 65% in Q2 2026, buying an estimated $33M and bringing the position to 836,231 shares worth $83.9M. The position accounts for 0.77% of the portfolio, ranked #18.

Benjamin Edwards Inc first reported a position in TLH in Q1 2019 and has held it in 16 quarters since. The position peaked at $118M in Q2 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Benjamin Edwards Inc held 836,231 shares of iShares 10-20 Year Treasury Bond ETF worth $83.9M as of Q2 2026.
Benjamin Edwards Inc bought 329,898 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $33M.
iShares 10-20 Year Treasury Bond ETF made up 0.77% of Benjamin Edwards Inc's portfolio in Q2 2026, its #18 holding.
Benjamin Edwards Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2019 and has held it in 16 quarters since.
Benjamin Edwards Inc's iShares 10-20 Year Treasury Bond ETF position peaked at $118M in Q2 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.