Concurrent Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.59M Sell
95,603
-11,364
-11% -$1.14M 0.08% 267
2026
Q1
$10.8M Buy
106,967
+43,444
+68% +$4.44M 0.12% 187
2025
Q4
$6.46M Buy
63,523
+30,561
+93% +$3.15M 0.07% 275
2025
Q3
$3.39M Buy
32,962
+12,629
+62% +$1.28M 0.06% 323
2025
Q2
$2.07M Buy
20,333
+6,702
+49% +$673K 0.04% 425
2025
Q1
$1.41M Buy
+13,631
New +$1.38M 0.03% 446

Other funds holding TLH

Concurrent Investment Advisors's TLH Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 11% in Q2 2026, selling an estimated $1.14M and leaving 95,603 shares worth $9.59M. The position accounts for 0.08% of the portfolio, ranked #267.

Concurrent Investment Advisors first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Concurrent Investment Advisors held 95,603 shares of iShares 10-20 Year Treasury Bond ETF worth $9.59M as of Q2 2026.
  • Concurrent Investment Advisors sold 11,364 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.14M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • Concurrent Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $10.8M in Q1 2026.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.