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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
Q2 		$210K Sell
2,093
-144
-6% -$14.4K 0.06% 109
2026
Q1 		$225K Buy
+2,237
New +$228K 0.07% 96
2025
Q1 		– Sell
-70,780
Closed -$7.05M – 75
2024
Q4 		$7.05M Buy
70,780
+4,475
+7% +$463K 3.08% 6
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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Demars Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.4% in Q2 2026, selling an estimated $14.4K and leaving 2,093 shares worth $210K. The position accounts for 0.06% of the portfolio, ranked #109.

Demars Financial Group first reported a position in TLH in Q3 2024 and has held it in 4 quarters since. The position peaked at $7.25M in Q3 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Demars Financial Group held 2,093 shares of iShares 10-20 Year Treasury Bond ETF worth $210K as of Q2 2026.
  • Demars Financial Group sold 144 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.4K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.06% of Demars Financial Group's portfolio in Q2 2026, its #109 holding.
  • Demars Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Demars Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $7.25M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Demars Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.