Johnson Bixby & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Johnson Bixby & Associates’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	$370K	Sell	3,683 -124,661	-97%	-$12.5M	0.04%	97
2026 Q1	$12.9M	Sell	128,344 -103,304	-45%	-$10.5M	1.6%	18
2025 Q4	$23.6M	Buy	231,648 +8,825	+4%	+$910K	2.92%	12
2025 Q3	$22.9M	Buy	222,823 +5,120	+2%	+$518K	2.94%	10
2025 Q2	$22.1M	Buy	217,703 +2,921	+1%	+$293K	3.04%	10
2025 Q1	$22.3M	Sell	214,782 -4,542	-2%	-$460K	3.33%	9
2024 Q4	$21.8M	Buy	219,324 +5,235	+2%	+$542K	3.33%	7
2024 Q3	$23.4M	Buy	214,089 +40,838	+24%	+$4.38M	3.57%	7
2024 Q2	$17.8M	Buy	173,251 +9,802	+6%	+$998K	2.98%	9
2024 Q1	$17.2M	Buy	163,449 +30,842	+23%	+$3.23M	2.98%	11
2023 Q4	$14.4M	Buy	132,607 +7,882	+6%	+$789K	2.71%	12
2023 Q3	$12.3M	Buy	+124,725	New	+$13.1M	2.56%	12

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

Johnson Bixby & Associates's TLH Position: Q2 2026 in Review

Johnson Bixby & Associates reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 97% in Q2 2026, selling an estimated $12.5M and leaving 3,683 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #97.

Johnson Bixby & Associates first reported a position in TLH in Q3 2023 and has held it in 12 quarters since. The position peaked at $23.6M in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Johnson Bixby & Associates held 3,683 shares of iShares 10-20 Year Treasury Bond ETF worth $370K as of Q2 2026.
Johnson Bixby & Associates sold 124,661 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $12.5M.
iShares 10-20 Year Treasury Bond ETF made up 0.04% of Johnson Bixby & Associates's portfolio in Q2 2026, its #97 holding.
Johnson Bixby & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
Johnson Bixby & Associates's iShares 10-20 Year Treasury Bond ETF position peaked at $23.6M in Q4 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Johnson Bixby & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.