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

Cooper 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	$235K	Sell	2,344 -794	-25%	-$79.3K	0.02%	394
2026 Q1	$316K	Buy	+3,138	New	+$320K	0.03%	318
2024 Q4	–	Sell	-25,023	Closed	-$2.74M	–	408
2024 Q3	$2.74M	Buy	25,023 +1,174	+5%	+$126K	0.36%	52
2024 Q2	$2.45M	Buy	23,849 +2,783	+13%	+$283K	0.36%	50
2024 Q1	$2.21M	Buy	21,066 +2,340	+12%	+$245K	0.36%	51
2023 Q4	$2.03M	Buy	18,726 +2,637	+16%	+$264K	0.37%	50
2023 Q3	$1.58M	Sell	16,089 -3,293	-17%	-$346K	0.38%	59
2023 Q2	$2.15M	Buy	19,382 +3,599	+23%	+$403K	0.53%	36
2023 Q1	$1.81M	Buy	15,783 +9,942	+170%	+$1.12M	0.49%	42
2022 Q4	$632K	Buy	5,841 +1,874	+47%	+$203K	0.19%	119
2022 Q3	$432K	Buy	3,967 +254	+7%	+$30.1K	0.16%	140
2022 Q2	$446K	Buy	3,713 +355	+11%	+$43.6K	0.16%	139
2022 Q1	$452K	Buy	+3,358	New	+$470K	0.17%	120
2021 Q4	–	Sell	-22,847	Closed	-$3.36M	–	272
2021 Q3	$3.36M	Buy	+22,847	New	+$3.44M	0.7%	25

Other funds holding TLH

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Cooper Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 25% in Q2 2026, selling an estimated $79.3K and leaving 2,344 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #394.

Cooper Financial Group first reported a position in TLH in Q3 2021 and has held it in 14 quarters since. The position peaked at $3.36M in Q3 2021. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Cooper Financial Group held 2,344 shares of iShares 10-20 Year Treasury Bond ETF worth $235K as of Q2 2026.
Cooper Financial Group sold 794 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $79.3K.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #394 holding.
Cooper Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
Cooper Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.36M in Q3 2021.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.