Brookstone Capital Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Brookstone Capital 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 Q2	$7.29M	Sell	72,686 -11,425	-14%	-$1.14M	0.07%	268
2026 Q1	$8.47M	Buy	84,111 +4,334	+5%	+$443K	0.1%	236
2025 Q4	$8.11M	Buy	79,777 +5,536	+7%	+$571K	0.09%	236
2025 Q3	$7.65M	Buy	74,241 +17,307	+30%	+$1.75M	0.09%	241
2025 Q2	$5.78M	Buy	56,934 +15,575	+38%	+$1.56M	0.08%	262
2025 Q1	$4.29M	Buy	+41,359	New	+$4.19M	0.06%	279
2023 Q3	–	Sell	-18,687	Closed	-$2M	–	884
2023 Q2	$2M	Buy	18,687 +344	+2%	+$38.6K	0.04%	312
2023 Q1	$2.06M	Sell	18,343 -3,440	-16%	-$387K	0.04%	318
2022 Q4	$2.46M	Buy	21,783 +9,402	+76%	+$1.02M	0.05%	277
2022 Q3	$1.32M	Buy	12,381 +713	+6%	+$84.4K	0.03%	350
2022 Q2	$1.38M	Buy	11,668 +2,185	+23%	+$268K	0.03%	352
2022 Q1	$1.2M	Buy	9,483 +7,387	+352%	+$1.03M	0.02%	372
2021 Q4	$301K	Buy	2,096 +543	+35%	+$80.4K	0.01%	631
2021 Q3	$229K	Buy	+1,553	New	+$234K	﹤0.01%	665
2015 Q4	–	Sell	-10	Closed	-$1K	–	813
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	1854
2015 Q2	$1K	Buy	+10	New	+$1.35K	﹤0.01%	2018

Other funds holding TLH

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Brookstone Capital Management's TLH Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q2 2026, selling an estimated $1.14M and leaving 72,686 shares worth $7.29M. The position accounts for 0.07% of the portfolio, ranked #268.

Brookstone Capital Management first reported a position in TLH in Q2 2015 and has held it in 16 quarters since. The position peaked at $8.47M in Q1 2026. 123 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Brookstone Capital Management held 72,686 shares of iShares 10-20 Year Treasury Bond ETF worth $7.29M as of Q2 2026.
Brookstone Capital Management sold 11,425 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.14M.
iShares 10-20 Year Treasury Bond ETF made up 0.07% of Brookstone Capital Management's portfolio in Q2 2026, its #268 holding.
Brookstone Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2015 and has held it in 16 quarters since.
Brookstone Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $8.47M in Q1 2026.
123 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.