J.M. Arbour
TLH icon

J.M. Arbour’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

J.M. Arbour’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
Q3 		$1.46M Buy
15,804
+1,041
+7% +$101K 1.17% 19
2026
Q2 		$1.48M Sell
14,763
-6,085
-29% -$608K 1.28% 17
2026
Q1 		$2.1M Buy
20,848
+929
+5% +$94.9K 2.02% 9
2025
Q4 		$2.03M Buy
+19,919
New +$2.06M 2.02% 10

Other funds holding TLH

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

J.M. Arbour's TLH Position: Q3 2026 in Review

J.M. Arbour increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.1% in Q3 2026, buying an estimated $101K and bringing the position to 15,804 shares worth $1.46M. The position accounts for 1.17% of the portfolio, ranked #19.

J.M. Arbour first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.1M in Q1 2026. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

  • J.M. Arbour held 15,804 shares of iShares 10-20 Year Treasury Bond ETF worth $1.46M as of Q3 2026.
  • J.M. Arbour bought 1,041 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $101K.
  • iShares 10-20 Year Treasury Bond ETF made up 1.17% of J.M. Arbour's portfolio in Q3 2026, its #19 holding.
  • J.M. Arbour first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • J.M. Arbour's iShares 10-20 Year Treasury Bond ETF position peaked at $2.1M in Q1 2026.
  • 535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on J.M. Arbour's 13F filing for Q3 2026, filed 5 Nov 2026.