D.L. Carlson Investment Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

D.L. Carlson Investment 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	$222K	Hold	2,215	–	–	0.04%	129
2026 Q1	$223K	Sell	2,215 -1,645	-43%	-$168K	0.04%	130
2025 Q4	$392K	Sell	3,860 -975	-20%	-$101K	0.07%	115
2025 Q3	$498K	Sell	4,835 -1,000	-17%	-$101K	0.08%	111
2025 Q2	$593K	Sell	5,835 -1,040	-15%	-$104K	0.11%	101
2025 Q1	$713K	Hold	6,875	–	–	0.14%	102
2024 Q4	$684K	Hold	6,875	–	–	0.12%	104
2024 Q3	$752K	Hold	6,875	–	–	0.14%	104
2024 Q2	$706K	Buy	+6,875	New	+$700K	0.14%	103

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

D.L. Carlson Investment Group's TLH Position: Q2 2026 in Review

D.L. Carlson Investment Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 2,215 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #129.

D.L. Carlson Investment Group first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. The position peaked at $752K in Q3 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

D.L. Carlson Investment Group held 2,215 shares of iShares 10-20 Year Treasury Bond ETF worth $222K as of Q2 2026.
D.L. Carlson Investment Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.04% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #129 holding.
D.L. Carlson Investment Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
D.L. Carlson Investment Group's iShares 10-20 Year Treasury Bond ETF position peaked at $752K in Q3 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.