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

Embree 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	$1.42M	Buy	14,188 +3,647	+35%	+$364K	0.14%	94
2026 Q1	$1.06M	Buy	10,541 +3,864	+58%	+$395K	0.13%	111
2025 Q4	$679K	Buy	6,677 +1,741	+35%	+$180K	0.08%	135
2025 Q3	$508K	Buy	+4,936	New	+$499K	0.07%	141

Other funds holding TLH

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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

NWAG

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

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

Embree Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 35% in Q2 2026, buying an estimated $364K and bringing the position to 14,188 shares worth $1.42M. The position accounts for 0.14% of the portfolio, ranked #94.

Embree Financial Group first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Embree Financial Group held 14,188 shares of iShares 10-20 Year Treasury Bond ETF worth $1.42M as of Q2 2026.
Embree Financial Group bought 3,647 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $364K.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of Embree Financial Group's portfolio in Q2 2026, its #94 holding.
Embree Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.