HIA
TLH icon

Harbor Investment Advisory’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Harbor Investment Advisory’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 		$240K Sell
2,389
-539
-18% -$53.9K 0.02% 387
2026
Q1 		$295K Sell
2,928
-236
-7% -$24.1K 0.02% 350
2025
Q4 		$322K Sell
3,164
-756
-19% -$78K 0.02% 335
2025
Q3 		$404K Sell
3,920
-867
-18% -$87.7K 0.03% 305
2025
Q2 		$486K Buy
4,787
+91
+2% +$9.13K 0.04% 268
2025
Q1 		$487K Sell
4,696
-169
-3% -$17.1K 0.05% 258
2024
Q4 		$484K Sell
4,865
-50
-1% -$5.17K 0.05% 239
2024
Q3 		$537K Buy
4,915
+18
+0.4% +$1.93K 0.05% 221
2024
Q2 		$503K Buy
4,897
+74
+2% +$7.53K 0.05% 225
2024
Q1 		$507K Buy
4,823
+397
+9% +$41.6K 0.05% 224
2023
Q4 		$479K Buy
4,426
+142
+3% +$14.2K 0.06% 218
2023
Q3 		$422K Buy
4,284
+1,868
+77% +$196K 0.06% 222
2023
Q2 		$268K Buy
2,416
+1,773
+276% +$199K 0.04% 297
2023
Q1 		$73.6K Buy
643
+128
+25% +$14.4K 0.01% 587
2022
Q4 		$55.7K Sell
515
-138
-21% -$15K 0.01% 669
2022
Q3 		$71K Buy
653
+618
+1,766% +$73.1K 0.01% 567
2022
Q2 		$4K Buy
35
+10
+40% +$1.23K ﹤0.01% 1180
2022
Q1 		$3K Buy
+25
New +$3.5K ﹤0.01% 1228
2021
Q4 		– Sell
-28
Closed -$4K – 1372
2021
Q3 		$4K Buy
+28
New +$4.22K ﹤0.01% 1182

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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 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 $828M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
PIA
Polaris Investment Advisors Framingham, Massachusetts $156M AUM