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

Demars 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
Q1 		$225K Buy
+2,237
New +$228K 0.07% 96
2025
Q1 		– Sell
-7,045,441
Closed -$70.8M – 75
2024
Q4 		$70.8M Buy
7,045,441
+6,979,136
+10,526% +$722M 2.28% 8
2024
Q3 		$7.25M Buy
+66,305
New +$7.11M 3.31% 7

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Demars Financial Group's TLH Position: Q1 2026 in Review

Demars Financial Group opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026: 2,237 shares worth $225K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings. This is a return to the name: Demars Financial Group previously reported a position in TLH as recently as Q4 2024.

Demars Financial Group first reported a position in TLH in Q3 2024 and has held it in 3 quarters since. The position peaked at $70.8M in Q4 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Demars Financial Group held 2,237 shares of iShares 10-20 Year Treasury Bond ETF worth $225K as of Q1 2026.
  • iShares 10-20 Year Treasury Bond ETF was a new Demars Financial Group position in Q1 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.07% of Demars Financial Group's portfolio in Q1 2026, its #96 holding.
  • Demars Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 3 quarters since.
  • Demars Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $70.8M in Q4 2024.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Demars Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.