Heck Capital Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Heck Capital 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	$2.68M	Sell	26,704 -512	-2%	-$51.2K	0.16%	82
2026 Q1	$2.74M	Buy	27,216 +2,150	+9%	+$220K	0.2%	72
2025 Q4	$2.55M	Buy	25,066 +2,114	+9%	+$218K	0.19%	72
2025 Q3	$2.36M	Buy	22,952 +6,092	+36%	+$616K	0.18%	71
2025 Q2	$1.71M	Buy	16,860 +644	+4%	+$64.6K	0.15%	77
2025 Q1	$1.68M	Sell	16,216 -28,394	-64%	-$2.88M	0.19%	74
2024 Q4	$4.44M	Buy	44,610 +2,748	+7%	+$284K	0.51%	46
2024 Q3	$4.58M	Sell	41,862 -37,321	-47%	-$4M	0.53%	46
2024 Q2	$8.13M	Buy	79,183 +63,255	+397%	+$6.44M	1.01%	28
2024 Q1	$1.67M	Sell	15,928 -385	-2%	-$40.3K	0.26%	59
2023 Q4	$1.77M	Sell	16,313 -32,476	-67%	-$3.25M	0.29%	61
2023 Q3	$4.8M	Buy	48,789 +28,905	+145%	+$3.04M	0.89%	34
2023 Q2	$2.2M	Buy	19,884 +19,231	+2,945%	+$2.16M	0.38%	56
2023 Q1	$74.8K	Buy	653 +644	+7,156%	+$72.4K	0.01%	124
2022 Q4	$974	Sell	9 -100,958	-100%	-$10.9M	﹤0.01%	137
2022 Q3	$11M	Buy	100,967 +44,964	+80%	+$5.32M	2.26%	13
2022 Q2	$6.73M	Buy	+56,003	New	+$6.87M	1.36%	21

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Heck Capital Advisors's TLH Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.9% in Q2 2026, selling an estimated $51.2K and leaving 26,704 shares worth $2.68M. The position accounts for 0.16% of the portfolio, ranked #82.

Heck Capital Advisors first reported a position in TLH in Q2 2022 and has held it in 17 quarters since. The position peaked at $11M in Q3 2022. 291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Heck Capital Advisors held 26,704 shares of iShares 10-20 Year Treasury Bond ETF worth $2.68M as of Q2 2026.
Heck Capital Advisors sold 512 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.16% of Heck Capital Advisors's portfolio in Q2 2026, its #82 holding.
Heck Capital Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 17 quarters since.
Heck Capital Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $11M in Q3 2022.
291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.