IPS
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Investors Portfolio Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Investors Portfolio 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 		$49.7K Hold
495
– – 0.04% 82
2026
Q1 		$49.9K Hold
495
– – 0.05% 79
2025
Q4 		$50.3K Buy
+495
New +$51.1K 0.05% 76

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

Investors Portfolio Services's TLH Position: Q2 2026 in Review

Investors Portfolio Services held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 495 shares worth $49.7K. The position accounts for 0.04% of the portfolio, ranked #82.

Investors Portfolio Services first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.3K in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Investors Portfolio Services held 495 shares of iShares 10-20 Year Treasury Bond ETF worth $49.7K as of Q2 2026.
  • Investors Portfolio Services left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.04% of Investors Portfolio Services's portfolio in Q2 2026, its #82 holding.
  • Investors Portfolio Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's iShares 10-20 Year Treasury Bond ETF position peaked at $50.3K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.