Blue Oak Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.09M Sell
79,611
-5,970
-7% -$599K 4.25% 5
2025
Q1
$8.88M Sell
85,581
-2,904
-3% -$294K 4.9% 5
2024
Q4
$8.81M Buy
+88,485
New +$9.16M 5.35% 6

Other funds holding TLH

Blue Oak Capital's TLH Position: Q2 2025 in Review

Blue Oak Capital reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7% in Q2 2025, selling an estimated $599K and leaving 79,611 shares worth $8.09M. The position accounts for 4.25% of the portfolio, ranked #5.

Blue Oak Capital first reported a position in TLH in Q4 2024 and has held it in 3 quarters since. The position peaked at $8.88M in Q1 2025. 544 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Blue Oak Capital held 79,611 shares of iShares 10-20 Year Treasury Bond ETF worth $8.09M as of Q2 2025.
  • Blue Oak Capital sold 5,970 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $599K.
  • iShares 10-20 Year Treasury Bond ETF made up 4.25% of Blue Oak Capital's portfolio in Q2 2025, its #5 holding.
  • Blue Oak Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • Blue Oak Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $8.88M in Q1 2025.
  • 544 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.