Essex Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Essex Financial Services’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	–	Sell	-3,743	Closed	-$381K	–	830
2025 Q4	$381K	Buy	3,743 +54	+1%	+$5.57K	0.02%	527
2025 Q3	$380K	Sell	3,689 -17	-0.5%	-$1.72K	0.02%	505
2025 Q2	$377K	Sell	3,706 -114	-3%	-$11.4K	0.02%	484
2025 Q1	$396K	Buy	3,820 +21	+0.6%	+$2.13K	0.03%	431
2024 Q4	$378K	Sell	3,799 -904	-19%	-$93.5K	0.03%	434
2024 Q3	$489K	Sell	4,703 -555	-11%	-$59.5K	0.04%	385
2024 Q2	$559K	Sell	5,258 -887	-14%	-$90.3K	0.04%	354
2024 Q1	$645K	Sell	6,145 -240	-4%	-$25.1K	0.06%	281
2023 Q4	$691K	Sell	6,385 -1,100	-15%	-$110K	0.07%	246
2023 Q3	$737K	Sell	7,485 -722	-9%	-$75.8K	0.09%	223
2023 Q2	$909K	Buy	8,207 +467	+6%	+$52.4K	0.1%	188
2023 Q1	$887K	Buy	+7,740	New	+$870K	0.09%	198

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Essex Financial Services's TLH Position: Q1 2026 in Review

Essex Financial Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 3,743 shares — an estimated $381K sold.

Essex Financial Services first reported a position in TLH in Q1 2023 and held it in 12 quarters. The position peaked at $909K in Q2 2023. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Essex Financial Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Essex Financial Services sold 3,743 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $381K.
Essex Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 12 quarters.
Essex Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $909K in Q2 2023.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.