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Investor's Fiduciary Advisor Network’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Investor's Fiduciary Advisor Network’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 		– Sell
-2,064
Closed -$207K – 278
2026
Q1 		$207K Sell
2,064
-5,517
-73% -$563K 0.06% 262
2025
Q4 		$770K Buy
7,581
+5,238
+224% +$540K 0.17% 129
2025
Q3 		$241K Buy
+2,343
New +$237K 0.08% 215

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

Investor's Fiduciary Advisor Network's TLH Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,064 shares — an estimated $207K sold.

Investor's Fiduciary Advisor Network first reported a position in TLH in Q3 2025 and held it in 3 quarters. The position peaked at $770K in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Investor's Fiduciary Advisor Network reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Investor's Fiduciary Advisor Network sold 2,064 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $207K.
  • Investor's Fiduciary Advisor Network first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Investor's Fiduciary Advisor Network's iShares 10-20 Year Treasury Bond ETF position peaked at $770K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.