Flagship Harbor Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Flagship Harbor Advisors’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	$321K	Buy	3,198 +5	+0.2%	+$500	0.01%	614
2026 Q1	$322K	Buy	3,193 +751	+31%	+$76.7K	0.01%	578
2025 Q4	$248K	Buy	+2,442	New	+$252K	0.01%	613
2020 Q4	–	Sell	-107	Closed	-$17K	–	1642
2020 Q3	$17K	Buy	107 +1	+0.9%	+$168	﹤0.01%	1193
2020 Q2	$17K	Hold	106	–	–	﹤0.01%	1203
2020 Q1	$18K	Hold	106	–	–	﹤0.01%	1071
2019 Q4	$15K	Buy	106 +1	+1%	+$147	﹤0.01%	1206
2019 Q3	$15K	Buy	105 +1	+1%	+$147	﹤0.01%	1184
2019 Q2	$14K	Buy	104 +1	+1%	+$138	﹤0.01%	1190
2019 Q1	$14K	Hold	103	–	–	﹤0.01%	1195
2018 Q4	$13K	Hold	103	–	–	﹤0.01%	1161
2018 Q3	$13K	Buy	103 +1	+1%	+$130	﹤0.01%	1305
2018 Q2	$13K	Buy	+102	New	+$13.3K	﹤0.01%	1279

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Flagship Harbor Advisors's TLH Position: Q2 2026 in Review

Flagship Harbor Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.16% in Q2 2026, buying an estimated $500 and bringing the position to 3,198 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #614.

Flagship Harbor Advisors first reported a position in TLH in Q2 2018 and has held it in 13 quarters since. The position peaked at $322K in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Flagship Harbor Advisors held 3,198 shares of iShares 10-20 Year Treasury Bond ETF worth $321K as of Q2 2026.
Flagship Harbor Advisors bought 5 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $500.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Flagship Harbor Advisors's portfolio in Q2 2026, its #614 holding.
Flagship Harbor Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2018 and has held it in 13 quarters since.
Flagship Harbor Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $322K in Q1 2026.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.