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 Q3	–	Sell	-19	Closed	-$1.91K	–	344
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

CGC Financial Services's TLH Position: Q3 2026 in Review

CGC Financial Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 19 shares — an estimated $1.91K sold.

CGC Financial Services first reported a position in TLH in Q4 2023 and held it in 11 quarters. The position peaked at $4.01K in Q4 2023. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

CGC Financial Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
CGC Financial Services sold 19 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.91K.
CGC Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 11 quarters.
CGC Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $4.01K in Q4 2023.
184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.