Cary Street Partners Investment Advisory’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
$567K Sell
5,648
-1,343
-19% -$134K 0.11% 180
2026
Q1
$704K Sell
6,991
-2,466
-26% -$252K 0.18% 129
2025
Q4
$961K Buy
9,457
+1,545
+20% +$159K 0.26% 100
2025
Q3
$815K Buy
7,912
+2,653
+50% +$268K 0.34% 61
2025
Q2
$534K Buy
5,259
+1,096
+26% +$110K 0.26% 91
2025
Q1
$432K Buy
4,163
+2,111
+103% +$214K 0.25% 104
2024
Q4
$204K Sell
2,052
-1,546
-43% -$160K 0.13% 179
2024
Q3
$393K Sell
3,598
-1,678
-32% -$180K 0.01% 550
2024
Q2
$542K Buy
5,276
+592
+13% +$60.3K 0.02% 454
2024
Q1
$492K Sell
4,684
-223
-5% -$23.4K 0.02% 461
2023
Q4
$531K Sell
4,907
-2,146
-30% -$215K 0.03% 415
2023
Q3
$695K Buy
7,053
+2,042
+41% +$215K 0.04% 354
2023
Q2
$555K Buy
5,011
+4,989
+22,677% +$559K 0.04% 340
2023
Q1
$2.52K Sell
22
-70
-76% -$7.87K ﹤0.01% 1467
2022
Q4
$9.95K Buy
+92
New +$9.97K ﹤0.01% 1153

Other funds holding TLH

Cary Street Partners Investment Advisory's TLH Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 19% in Q2 2026, selling an estimated $134K and leaving 5,648 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #180.

Cary Street Partners Investment Advisory first reported a position in TLH in Q4 2022 and has held it in 15 quarters since. The position peaked at $961K in Q4 2025. 459 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Cary Street Partners Investment Advisory held 5,648 shares of iShares 10-20 Year Treasury Bond ETF worth $567K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 1,343 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $134K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.11% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #180 holding.
  • Cary Street Partners Investment Advisory first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Cary Street Partners Investment Advisory's iShares 10-20 Year Treasury Bond ETF position peaked at $961K in Q4 2025.
  • 459 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.