First Heartland Consultants’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

First Heartland Consultants’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	$1.29M	Sell	12,889 -3,203	-20%	-$320K	0.08%	186
2026 Q1	$1.62M	Buy	16,092 +857	+6%	+$87.5K	0.12%	146
2025 Q4	$1.55M	Sell	15,235 -20,066	-57%	-$2.07M	0.12%	138
2025 Q3	$3.64M	Sell	35,301 -3,800	-10%	-$384K	0.29%	80
2025 Q2	$3.97M	Sell	39,101 -53,022	-58%	-$5.32M	0.35%	68
2025 Q1	$9.56M	Buy	+92,123	New	+$9.34M	0.99%	25
2024 Q4	–	Sell	-12,779	Closed	-$1.4M	–	504
2024 Q3	$1.4M	Buy	+12,779	New	+$1.37M	0.15%	115
2023 Q3	–	Sell	-2,237	Closed	-$248K	–	410
2023 Q2	$248K	Buy	2,237 +117	+6%	+$13.1K	0.03%	324
2023 Q1	$243K	Sell	2,120 -117	-5%	-$13.2K	0.04%	313
2022 Q4	$242K	Buy	+2,237	New	+$242K	0.04%	317
2021 Q1	–	Sell	-2,059	Closed	-$328K	–	414
2020 Q4	$328K	Sell	2,059 -207	-9%	-$33.5K	0.05%	227
2020 Q3	$377K	Sell	2,266 -850	-27%	-$143K	0.07%	180
2020 Q2	$522K	Buy	3,116 +340	+12%	+$56.8K	0.1%	152
2020 Q1	$465K	Buy	2,776 +861	+45%	+$133K	0.12%	138
2019 Q4	$275K	Buy	1,915 +15	+0.8%	+$2.2K	0.05%	243
2019 Q3	$284K	Buy	1,900 +10	+0.5%	+$1.47K	0.06%	230
2019 Q2	$270K	Buy	1,890 +12	+0.6%	+$1.66K	0.06%	226
2019 Q1	$258K	Buy	1,878 +8	+0.4%	+$1.07K	0.07%	222
2018 Q4	$250K	Buy	1,870 +14	+0.8%	+$1.8K	0.09%	198
2018 Q3	$239K	Buy	1,856 +11	+0.6%	+$1.43K	0.07%	223
2018 Q2	$242K	Buy	1,845 +10	+0.5%	+$1.3K	0.09%	207
2018 Q1	$243K	Buy	1,835 +6	+0.3%	+$790	0.07%	237
2017 Q4	$249K	Buy	1,829 +11	+0.6%	+$1.5K	0.07%	235
2017 Q3	$248K	Buy	+1,818	New	+$249K	0.06%	294
2016 Q4	–	Sell	-4,301	Closed	-$623K	–	346
2016 Q3	$623K	Buy	4,301 +19	+0.4%	+$2.77K	0.18%	138
2016 Q2	$628	Buy	4,282 +20	+0.5%	+$2.84K	0.07%	130
2016 Q1	$603K	Sell	4,262 -347	-8%	-$48.4K	0.23%	120
2015 Q4	$619K	Buy	+4,609	New	+$625K	0.24%	112
2015 Q3	–	Sell	-3,766	Closed	-$501	–	281
2015 Q2	$501	Buy	3,766 +1,133	+43%	+$153K	0.14%	143
2015 Q1	$365K	Sell	2,633 -4,198	-61%	-$580K	0.14%	172
2014 Q4	$923K	Buy	+6,831	New	+$912K	0.38%	72
2013 Q3	–	Sell	-719	Closed	-$91K	–	356
2013 Q2	$91K	Buy	+719	New	+$95.5K	0.05%	241

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

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

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

First Heartland Consultants's TLH Position: Q2 2026 in Review

First Heartland Consultants reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 20% in Q2 2026, selling an estimated $320K and leaving 12,889 shares worth $1.29M. The position accounts for 0.08% of the portfolio, ranked #186.

First Heartland Consultants first reported a position in TLH in Q2 2013 and has held it in 32 quarters since. The position peaked at $9.56M in Q1 2025. 193 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

First Heartland Consultants held 12,889 shares of iShares 10-20 Year Treasury Bond ETF worth $1.29M as of Q2 2026.
First Heartland Consultants sold 3,203 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $320K.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of First Heartland Consultants's portfolio in Q2 2026, its #186 holding.
First Heartland Consultants first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and has held it in 32 quarters since.
First Heartland Consultants's iShares 10-20 Year Treasury Bond ETF position peaked at $9.56M in Q1 2025.
193 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.