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

Ehrlich 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	–	Sell	-8,409	Closed	-$847K	–	126
2026 Q1	$847K	Sell	8,409 -14,026	-63%	-$1.43M	0.49%	52
2025 Q4	$2.28M	Buy	22,435 +2,793	+14%	+$288K	1.3%	25
2025 Q3	$2.02M	Sell	19,642 -2,846	-13%	-$288K	1.2%	23
2025 Q2	$2.28M	Buy	22,488 +825	+4%	+$82.8K	1.48%	22
2025 Q1	$2.25M	Sell	21,663 -708	-3%	-$71.8K	1.64%	16
2024 Q4	$2.23M	Buy	22,371 +884	+4%	+$91.5K	1.58%	18
2024 Q3	$2.35M	Sell	21,487 -5,431	-20%	-$582K	1.68%	18
2024 Q2	$2.76M	Sell	26,918 -5,591	-17%	-$569K	2.18%	14
2024 Q1	$3.41M	Sell	32,509 -18	-0.1%	-$1.89K	2.87%	8
2023 Q4	$3.52M	Buy	+32,527	New	+$3.26M	3.53%	5

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

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

Ehrlich Financial Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 8,409 shares — an estimated $847K sold.

Ehrlich Financial Group first reported a position in TLH in Q4 2023 and held it in 10 quarters. The position peaked at $3.52M in Q4 2023. 211 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Ehrlich Financial Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Ehrlich Financial Group sold 8,409 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $847K.
Ehrlich Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 10 quarters.
Ehrlich Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.52M in Q4 2023.
211 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.