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 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 $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 $20.9B AUM 19.34% 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

Benjamin Edwards Inc's TLH Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q1 2026, selling an estimated $10.8M and leaving 506,333 shares worth $51M. The position accounts for 0.51% of the portfolio, ranked #46.

Benjamin Edwards Inc first reported a position in TLH in Q1 2019 and has held it in 15 quarters since. The position peaked at $118M in Q2 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Benjamin Edwards Inc held 506,333 shares of iShares 10-20 Year Treasury Bond ETF worth $51M as of Q1 2026.
Benjamin Edwards Inc sold 106,232 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $10.8M.
iShares 10-20 Year Treasury Bond ETF made up 0.51% of Benjamin Edwards Inc's portfolio in Q1 2026, its #46 holding.
Benjamin Edwards Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2019 and has held it in 15 quarters since.
Benjamin Edwards Inc's iShares 10-20 Year Treasury Bond ETF position peaked at $118M in Q2 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.