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

CGC Financial Services’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	$1.91K	Hold	19	–	–	﹤0.01%	294
2026 Q1	$1.91K	Hold	19	–	–	﹤0.01%	284
2025 Q4	$1.93K	Hold	19	–	–	﹤0.01%	292
2025 Q3	$1.96K	Hold	19	–	–	﹤0.01%	290
2025 Q2	$1.93K	Hold	19	–	–	﹤0.01%	278
2025 Q1	$1.97K	Hold	19	–	–	﹤0.01%	273
2024 Q4	$1.89K	Hold	19	–	–	﹤0.01%	280
2024 Q3	$2.08K	Hold	19	–	–	﹤0.01%	274
2024 Q2	$1.95K	Sell	19 -18	-49%	-$1.83K	﹤0.01%	273
2024 Q1	$3.89K	Hold	37	–	–	﹤0.01%	258
2023 Q4	$4.01K	Buy	+37	New	+$3.7K	﹤0.01%	268

Other funds holding TLH

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CGC Financial Services's TLH Position: Q2 2026 in Review

CGC Financial Services held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 19 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

CGC Financial Services first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.01K in Q4 2023. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

CGC Financial Services held 19 shares of iShares 10-20 Year Treasury Bond ETF worth $1.91K as of Q2 2026.
CGC Financial Services left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #294 holding.
CGC Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
CGC Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $4.01K in Q4 2023.
109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.