Great Valley Advisor Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Great Valley Advisor 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	$939K	Buy	9,359 +1,930	+26%	+$193K	0.01%	561
2026 Q1	$748K	Buy	7,429 +548	+8%	+$56K	0.01%	569
2025 Q4	$699K	Buy	6,881 +3,519	+105%	+$363K	0.01%	554
2025 Q3	$346K	Buy	+3,362	New	+$340K	0.01%	730
2025 Q2	–	Sell	-8,424	Closed	-$874K	–	941
2025 Q1	$874K	Sell	8,424 -2,444	-22%	-$248K	0.02%	476
2024 Q4	$1.08M	Buy	10,868 +813	+8%	+$84.1K	0.02%	429
2024 Q3	$1.1M	Sell	10,055 -16,936	-63%	-$1.82M	0.03%	411
2024 Q2	$2.77M	Buy	26,991 +425	+2%	+$43.3K	0.08%	237
2024 Q1	$2.79M	Buy	26,566 +1,035	+4%	+$108K	0.08%	226
2023 Q4	$2.76M	Sell	25,531 -25,200	-50%	-$2.52M	0.1%	196
2023 Q3	$5M	Buy	+50,731	New	+$5.33M	0.21%	120

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Great Valley Advisor Group's TLH Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 26% in Q2 2026, buying an estimated $193K and bringing the position to 9,359 shares worth $939K. The position accounts for 0.01% of the portfolio, ranked #561.

Great Valley Advisor Group first reported a position in TLH in Q3 2023 and has held it in 11 quarters since. The position peaked at $5M in Q3 2023. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Great Valley Advisor Group held 9,359 shares of iShares 10-20 Year Treasury Bond ETF worth $939K as of Q2 2026.
Great Valley Advisor Group bought 1,930 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $193K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #561 holding.
Great Valley Advisor Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 11 quarters since.
Great Valley Advisor Group's iShares 10-20 Year Treasury Bond ETF position peaked at $5M in Q3 2023.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.