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

Conrad Siegel Investment Advisors’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	$779K	Sell	7,765 -30,105	-79%	-$3.01M	0.13%	38
2026 Q1	$3.81M	Sell	37,870 -1,399	-4%	-$143K	0.69%	18
2025 Q4	$3.99M	Buy	39,269 +313	+0.8%	+$32.3K	0.76%	16
2025 Q3	$4.01M	Buy	38,956 +1,724	+5%	+$174K	0.84%	14
2025 Q2	$3.78M	Buy	37,232 +264	+0.7%	+$26.5K	0.85%	14
2025 Q1	$3.84M	Sell	36,968 -119	-0.3%	-$12.1K	0.98%	13
2024 Q4	$3.69M	Buy	37,087 +559	+2%	+$57.8K	0.99%	11
2024 Q3	$3.99M	Sell	36,528 -3,962	-10%	-$425K	1.08%	10
2024 Q2	$4.16M	Buy	40,490 +6,093	+18%	+$620K	1.21%	10
2024 Q1	$3.61M	Buy	+34,397	New	+$3.6M	1.06%	11

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Conrad Siegel Investment Advisors's TLH Position: Q2 2026 in Review

Conrad Siegel Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 79% in Q2 2026, selling an estimated $3.01M and leaving 7,765 shares worth $779K. The position accounts for 0.13% of the portfolio, ranked #38.

Conrad Siegel Investment Advisors first reported a position in TLH in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.16M in Q2 2024. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Conrad Siegel Investment Advisors held 7,765 shares of iShares 10-20 Year Treasury Bond ETF worth $779K as of Q2 2026.
Conrad Siegel Investment Advisors sold 30,105 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.01M.
iShares 10-20 Year Treasury Bond ETF made up 0.13% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #38 holding.
Conrad Siegel Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
Conrad Siegel Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $4.16M in Q2 2024.
211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.