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

CMC 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
Q2 		– Sell
-12,149
Closed -$1.22M – 63
2026
Q1 		$1.22M Buy
+12,149
New +$1.24M 2.4% 9
2024
Q4 		– Sell
-59,025
Closed -$6.45M – 30
2024
Q3 		$6.45M Buy
+59,025
New +$6.33M 9.48% 3

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CMC Financial Group's TLH Position: Q2 2026 in Review

CMC Financial Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 12,149 shares — an estimated $1.22M sold.

CMC Financial Group first reported a position in TLH in Q3 2024 and held it in 2 quarters. The position peaked at $6.45M in Q3 2024. 612 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • CMC Financial Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • CMC Financial Group sold 12,149 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.22M.
  • CMC Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and held it in 2 quarters.
  • CMC Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $6.45M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on CMC Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.