JB Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

JB Capital’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 Q1	$50.1M	Buy	497,532 +18,882	+4%	+$1.93M	2.02%	15
2025 Q4	$48.7M	Buy	478,650 +19,191	+4%	+$1.98M	1.99%	13
2025 Q3	$47.3M	Buy	459,459 +137,753	+43%	+$13.9M	2.04%	12
2025 Q2	$32.7M	Buy	321,706 +98,204	+44%	+$9.86M	1.58%	14
2025 Q1	$23.2M	Buy	+223,502	New	+$22.7M	1.28%	16
2023 Q3	–	Sell	-105,942	Closed	-$11.7M	–	192
2023 Q2	$11.7M	Buy	105,942 +3,336	+3%	+$374K	0.99%	17
2023 Q1	$11.8M	Sell	102,606 -25,474	-20%	-$2.86M	1.07%	15
2022 Q4	$13.9M	Buy	128,080 +39,154	+44%	+$4.24M	1.36%	14
2022 Q3	$9.69M	Buy	88,926 +341	+0.4%	+$40.4K	1.06%	15
2022 Q2	$10.6M	Buy	88,585 +16,505	+23%	+$2.03M	1.14%	12
2022 Q1	$9.7M	Buy	72,080 +68,417	+1,868%	+$9.58M	0.94%	17
2021 Q4	$544K	Buy	+3,663	New	+$542K	0.05%	159

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

JB Capital's TLH Position: Q1 2026 in Review

JB Capital increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.9% in Q1 2026, buying an estimated $1.93M and bringing the position to 497,532 shares worth $50.1M. The position accounts for 2.02% of the portfolio, ranked #15.

JB Capital first reported a position in TLH in Q4 2021 and has held it in 12 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

JB Capital held 497,532 shares of iShares 10-20 Year Treasury Bond ETF worth $50.1M as of Q1 2026.
JB Capital bought 18,882 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.93M.
iShares 10-20 Year Treasury Bond ETF made up 2.02% of JB Capital's portfolio in Q1 2026, its #15 holding.
JB Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 12 quarters since.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.