HFS
TLH icon

Hughes Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Hughes Financial Services’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 		$4.72K Sell
47
-95,062
-100% -$9.5M ﹤0.01% 532
2026
Q1 		$9.58M Buy
95,109
+2,412
+3% +$246K 1.47% 13
2025
Q4 		$9.42M Buy
92,697
+10,063
+12% +$1.04M 1.48% 13
2025
Q3 		$8.52M Buy
82,634
+2,931
+4% +$296K 1.36% 12
2025
Q2 		$8.08M Buy
79,703
+8,902
+13% +$893K 1.39% 12
2025
Q1 		$7.37M Buy
70,801
+2,349
+3% +$238K 1.44% 13
2024
Q4 		$6.81M Buy
+68,452
New +$7.08M 1.4% 14

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Hughes Financial Services's TLH Position: Q2 2026 in Review

Hughes Financial Services reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 100% in Q2 2026, selling an estimated $9.5M and leaving 47 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Hughes Financial Services first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.58M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Hughes Financial Services held 47 shares of iShares 10-20 Year Treasury Bond ETF worth $4.72K as of Q2 2026.
  • Hughes Financial Services sold 95,062 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.5M.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #532 holding.
  • Hughes Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Hughes Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $9.58M in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.