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

Centaurus Financial’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	$136K	Buy	1,353 +149	+12%	+$14.9K	0.01%	1001
2026 Q1	$121K	Sell	1,204 -11	-0.9%	-$1.12K	0.01%	976
2025 Q4	$124K	Sell	1,215 -173	-12%	-$17.8K	0.01%	958
2025 Q3	$143K	Buy	1,388 +75	+6%	+$7.59K	0.01%	915
2025 Q2	$133K	Buy	+1,313	New	+$132K	0.01%	864
2024 Q3	–	Sell	-8,684	Closed	-$892K	–	875
2024 Q2	$892K	Buy	+8,684	New	+$884K	0.06%	262
2023 Q3	–	Sell	-15,106	Closed	-$1.67M	–	807
2023 Q2	$1.67M	Buy	15,106 +14,041	+1,318%	+$1.57M	0.15%	160
2023 Q1	$122K	Buy	+1,065	New	+$120K	0.01%	791
2022 Q4	–	Sell	-3,685	Closed	-$401K	–	915
2022 Q3	$401K	Buy	3,685 +689	+23%	+$81.5K	0.04%	403
2022 Q2	$360K	Sell	2,996 -124	-4%	-$15.2K	0.04%	447
2022 Q1	$420K	Sell	3,120 -445	-12%	-$62.3K	0.03%	461
2021 Q4	$529K	Buy	3,565 +99	+3%	+$14.7K	0.04%	421
2021 Q3	$510K	Buy	+3,466	New	+$522K	0.04%	417
2020 Q4	–	Sell	-5,912	Closed	-$984K	–	803
2020 Q3	$984K	Buy	5,912 +2,412	+69%	+$406K	0.14%	169
2020 Q2	$586K	Sell	3,500 -9,141	-72%	-$1.53M	0.09%	256
2020 Q1	$2.12M	Buy	+12,641	New	+$1.95M	0.42%	63
2018 Q4	–	Sell	-8,000	Closed	-$987K	–	539
2018 Q3	$987K	Buy	8,000 +643	+9%	+$83.8K	0.18%	142
2018 Q2	$966K	Buy	7,357 +47	+0.6%	+$6.12K	0.13%	173
2018 Q1	$967K	Buy	+7,310	New	+$962K	0.23%	116

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

Centaurus Financial's TLH Position: Q2 2026 in Review

Centaurus Financial increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 12% in Q2 2026, buying an estimated $14.9K and bringing the position to 1,353 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #1001.

Centaurus Financial first reported a position in TLH in Q1 2018 and has held it in 19 quarters since. The position peaked at $2.12M in Q1 2020. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Centaurus Financial held 1,353 shares of iShares 10-20 Year Treasury Bond ETF worth $136K as of Q2 2026.
Centaurus Financial bought 149 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #1001 holding.
Centaurus Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2018 and has held it in 19 quarters since.
Centaurus Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $2.12M in Q1 2020.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.