CA
TLH icon

Calton & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Calton & Associates’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 		– Sell
-2,432
Closed -$245K – 490
2026
Q1 		$245K Buy
+2,432
New +$248K 0.04% 368
2018
Q1 		– Sell
-567
Closed -$75K – 1182
2017
Q4 		$75K Buy
+567
New +$77.2K 0.02% 553

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Calton & Associates's TLH Position: Q2 2026 in Review

Calton & Associates sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,432 shares — an estimated $245K sold.

Calton & Associates first reported a position in TLH in Q4 2017 and held it in 2 quarters. The position peaked at $245K in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Calton & Associates reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Calton & Associates sold 2,432 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $245K.
  • Calton & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2017 and held it in 2 quarters.
  • Calton & Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $245K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.