Cape Investment Advisory’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Cape Investment Advisory's TLH Position: Q2 2026 in Review
Cape Investment Advisory reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.4% in Q2 2026, selling an estimated $44.5K and leaving 4,308 shares worth $432K. The position accounts for 0.12% of the portfolio, ranked #140.
Cape Investment Advisory first reported a position in TLH in Q1 2023 and has held it in 14 quarters since. The position peaked at $495K in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Cape Investment Advisory held 4,308 shares of iShares 10-20 Year Treasury Bond ETF worth $432K as of Q2 2026.
- Cape Investment Advisory sold 445 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $44.5K.
- iShares 10-20 Year Treasury Bond ETF made up 0.12% of Cape Investment Advisory's portfolio in Q2 2026, its #140 holding.
- Cape Investment Advisory first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
- Cape Investment Advisory's iShares 10-20 Year Treasury Bond ETF position peaked at $495K in Q4 2025.
- 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.