BOS Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

BOS Asset Management’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 Q3	$596K	Sell	6,465 -42	-0.6%	-$4.06K	0.14%	108
2026 Q2	$653K	Sell	6,507 -4,502	-41%	-$450K	0.15%	101
2026 Q1	$1.11M	Buy	11,009 +346	+3%	+$35.3K	0.28%	66
2025 Q4	$1.08M	Buy	10,663 +446	+4%	+$46K	0.29%	65
2025 Q3	$1.05M	Buy	10,217 +470	+5%	+$47.5K	0.3%	63
2025 Q2	$990K	Buy	9,747 +2,479	+34%	+$249K	0.32%	61
2025 Q1	$754K	Buy	+7,268	New	+$737K	0.26%	71

Other funds holding TLH

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BOS Asset Management's TLH Position: Q3 2026 in Review

BOS Asset Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.65% in Q3 2026, selling an estimated $4.06K and leaving 6,465 shares worth $596K. The position accounts for 0.14% of the portfolio, ranked #108.

BOS Asset Management first reported a position in TLH in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2026. 70 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

BOS Asset Management held 6,465 shares of iShares 10-20 Year Treasury Bond ETF worth $596K as of Q3 2026.
BOS Asset Management sold 42 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $4.06K.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of BOS Asset Management's portfolio in Q3 2026, its #108 holding.
BOS Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
BOS Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q1 2026.
70 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.