CA
TLH icon

Chatterton & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Chatterton & Associates’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 		$707K Buy
7,174
+543
+8% +$54.3K 0.42% 47
2026
Q1 		$669K Buy
6,631
+3,306
+99% +$338K 0.47% 45
2025
Q4 		$338K Buy
+3,325
New +$343K 0.29% 59

Other funds holding TLH

Envestnet Asset Management
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Chatterton & Associates's TLH Position: Q2 2026 in Review

Chatterton & Associates increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.2% in Q2 2026, buying an estimated $54.3K and bringing the position to 7,174 shares worth $707K. The position accounts for 0.42% of the portfolio, ranked #47.

Chatterton & Associates first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. 382 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Chatterton & Associates held 7,174 shares of iShares 10-20 Year Treasury Bond ETF worth $707K as of Q2 2026.
  • Chatterton & Associates bought 543 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $54.3K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.42% of Chatterton & Associates's portfolio in Q2 2026, its #47 holding.
  • Chatterton & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 382 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.