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Brookwood Investment Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Brookwood Investment Group’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 		$270K Buy
2,695
+244
+10% +$24.4K 0.03% 423
2026
Q1 		$247K Sell
2,451
-405
-14% -$41.4K 0.03% 437
2025
Q4 		$290K Sell
2,856
-6,483
-69% -$669K 0.03% 400
2025
Q3 		$962K Buy
9,339
+2,130
+30% +$215K 0.12% 152
2025
Q2 		$732K Buy
7,209
+3,019
+72% +$303K 0.12% 177
2025
Q1 		$435K Buy
+4,190
New +$425K 0.07% 240

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Brookwood Investment Group's TLH Position: Q2 2026 in Review

Brookwood Investment Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 10% in Q2 2026, buying an estimated $24.4K and bringing the position to 2,695 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #423.

Brookwood Investment Group first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $962K in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Brookwood Investment Group held 2,695 shares of iShares 10-20 Year Treasury Bond ETF worth $270K as of Q2 2026.
  • Brookwood Investment Group bought 244 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $24.4K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #423 holding.
  • Brookwood Investment Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's iShares 10-20 Year Treasury Bond ETF position peaked at $962K in Q3 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.