Carr Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Carr Financial 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	$1.67M	Sell	16,634 -1,356	-8%	-$135K	0.38%	48
2026 Q1	$1.81M	Sell	17,990 -685	-4%	-$69.9K	0.48%	42
2025 Q4	$1.9M	Sell	18,675 -21,704	-54%	-$2.24M	0.5%	40
2025 Q3	$4.16M	Buy	40,379 +4,828	+14%	+$488K	1.14%	20
2025 Q2	$3.61M	Sell	35,551 -2,055	-5%	-$206K	1.07%	22
2025 Q1	$3.9M	Buy	37,606 +26,699	+245%	+$2.71M	1.28%	17
2024 Q4	$1.09M	Sell	10,907 -111,630	-91%	-$11.6M	0.34%	59
2024 Q3	$13.4M	Buy	122,537 +30,222	+33%	+$3.24M	3.93%	7
2024 Q2	$9.48M	Buy	+92,315	New	+$9.4M	3.02%	8

Other funds holding TLH

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Carr Financial Group's TLH Position: Q2 2026 in Review

Carr Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.5% in Q2 2026, selling an estimated $135K and leaving 16,634 shares worth $1.67M. The position accounts for 0.38% of the portfolio, ranked #48.

Carr Financial Group first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. The position peaked at $13.4M in Q3 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Carr Financial Group held 16,634 shares of iShares 10-20 Year Treasury Bond ETF worth $1.67M as of Q2 2026.
Carr Financial Group sold 1,356 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $135K.
iShares 10-20 Year Treasury Bond ETF made up 0.38% of Carr Financial Group's portfolio in Q2 2026, its #48 holding.
Carr Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Carr Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $13.4M in Q3 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.