Cassilly Financial Group’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
$208K Sell
2,076
-808
-28% -$80.7K 0.15% 72
2026
Q1
$290K Buy
2,884
+503
+21% +$51.4K 0.25% 53
2025
Q4
$242K Buy
+2,381
New +$246K 0.21% 55

Other funds holding TLH

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

Cassilly Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 28% in Q2 2026, selling an estimated $80.7K and leaving 2,076 shares worth $208K. The position accounts for 0.15% of the portfolio, ranked #72.

Cassilly Financial Group first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $290K in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Cassilly Financial Group held 2,076 shares of iShares 10-20 Year Treasury Bond ETF worth $208K as of Q2 2026.
  • Cassilly Financial Group sold 808 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $80.7K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.15% of Cassilly Financial Group's portfolio in Q2 2026, its #72 holding.
  • Cassilly Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Cassilly Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $290K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.