Independent Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Independent Financial 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	$1.7M	Sell	16,929 -4,149	-20%	-$415K	0.03%	499
2026 Q1	$2.12M	Buy	21,078 +1,534	+8%	+$157K	0.05%	389
2025 Q4	$1.99M	Sell	19,544 -7,164	-27%	-$739K	0.04%	392
2025 Q3	$2.75M	Buy	26,708 +4,233	+19%	+$428K	0.07%	293
2025 Q2	$2.28M	Buy	22,475 +16,628	+284%	+$1.67M	0.06%	305
2025 Q1	$607K	Buy	5,847 +765	+15%	+$77.5K	0.02%	642
2024 Q4	$506K	Buy	5,082 +678	+15%	+$70.2K	0.02%	680
2024 Q3	$482K	Buy	4,404 +773	+21%	+$82.9K	0.02%	667
2024 Q2	$373K	Buy	3,631 +401	+12%	+$40.8K	0.01%	736
2024 Q1	$339K	Buy	3,230 +1,010	+45%	+$106K	0.02%	734
2023 Q4	$240K	Buy	+2,220	New	+$222K	0.01%	821
2020 Q3	–	Sell	-6,910	Closed	-$1.16M	–	539
2020 Q2	$1.16M	Buy	6,910 +3,831	+124%	+$640K	0.25%	96
2020 Q1	$516K	Buy	+3,079	New	+$475K	0.15%	166

Other funds holding TLH

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 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

Independent Financial Group's TLH Position: Q2 2026 in Review

Independent Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 20% in Q2 2026, selling an estimated $415K and leaving 16,929 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #499.

Independent Financial Group first reported a position in TLH in Q1 2020 and has held it in 13 quarters since. The position peaked at $2.75M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Independent Financial Group held 16,929 shares of iShares 10-20 Year Treasury Bond ETF worth $1.7M as of Q2 2026.
Independent Financial Group sold 4,149 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $415K.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #499 holding.
Independent Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2020 and has held it in 13 quarters since.
Independent Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $2.75M in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.