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

Cassilly 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
Q3 		– Sell
-2,076
Closed -$208K – 83
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

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Cassilly Financial Group's TLH Position: Q3 2026 in Review

Cassilly Financial Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 2,076 shares — an estimated $208K sold.

Cassilly Financial Group first reported a position in TLH in Q4 2025 and held it in 3 quarters. The position peaked at $290K in Q1 2026. 22 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • Cassilly Financial Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Cassilly Financial Group sold 2,076 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $208K.
  • Cassilly Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and held it in 3 quarters.
  • Cassilly Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $290K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Cassilly Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.