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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.28M Sell
12,766
-3,314
-21% -$331K 0.39% 51
2026
Q1
$1.62M Buy
16,080
+1,664
+12% +$170K 0.56% 44
2025
Q4
$1.47M Buy
+14,416
New +$1.49M 0.51% 45

Other funds holding TLH

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

Capital Investment Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q2 2026, selling an estimated $331K and leaving 12,766 shares worth $1.28M. The position accounts for 0.39% of the portfolio, ranked #51.

Capital Investment Management first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.62M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Capital Investment Management held 12,766 shares of iShares 10-20 Year Treasury Bond ETF worth $1.28M as of Q2 2026.
  • Capital Investment Management sold 3,314 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $331K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.39% of Capital Investment Management's portfolio in Q2 2026, its #51 holding.
  • Capital Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Capital Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.62M in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.