GIM
TLH icon

Goelzer Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Goelzer Investment Management’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 		$17M Sell
169,041
-6,686
-4% -$668K 0.74% 18
2026
Q1 		$17.7M Buy
175,727
+5,018
+3% +$512K 0.86% 17
2025
Q4 		$17.4M Buy
170,709
+9,612
+6% +$992K 0.81% 16
2025
Q3 		$16.6M Buy
161,097
+2,066
+1% +$209K 0.88% 16
2025
Q2 		$16.2M Buy
159,031
+1,835
+1% +$184K 0.89% 16
2025
Q1 		$16.3M Buy
157,196
+5,387
+4% +$546K 0.94% 11
2024
Q4 		$15.1M Sell
151,809
-11,405
-7% -$1.18M 0.88% 13
2024
Q3 		$17.8M Buy
163,214
+1,838
+1% +$197K 0.98% 12
2024
Q2 		$16.6M Buy
161,376
+4,466
+3% +$455K 0.93% 14
2024
Q1 		$16.5M Buy
156,910
+38,486
+32% +$4.03M 0.93% 13
2023
Q4 		$12.8M Buy
118,424
+116,267
+5,390% +$11.6M 0.82% 18
2023
Q3 		$212K Sell
2,157
-4,469
-67% -$469K 0.02% 215
2023
Q2 		$734K Hold
6,626
– – 0.06% 147
2023
Q1 		$759K Sell
6,626
-733
-10% -$82.4K 0.07% 152
2022
Q4 		$796K Buy
+7,359
New +$798K 0.07% 156

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
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
AI
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
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Goelzer Investment Management's TLH Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.8% in Q2 2026, selling an estimated $668K and leaving 169,041 shares worth $17M. The position accounts for 0.74% of the portfolio, ranked #18.

Goelzer Investment Management first reported a position in TLH in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.8M in Q3 2024. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Goelzer Investment Management held 169,041 shares of iShares 10-20 Year Treasury Bond ETF worth $17M as of Q2 2026.
  • Goelzer Investment Management sold 6,686 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $668K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.74% of Goelzer Investment Management's portfolio in Q2 2026, its #18 holding.
  • Goelzer Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Goelzer Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $17.8M in Q3 2024.
  • 109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.