Johnson Financial Group Inc (Wisconsin)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-26	Closed	-$2.62K	–	941
2026 Q1	$2.62K	Buy	+26	New	+$2.65K	﹤0.01%	757
2024 Q4	–	Sell	-49	Closed	-$5.36K	–	989
2024 Q3	$5.36K	Hold	49	–	–	﹤0.01%	774
2024 Q2	$5.03K	Buy	+49	New	+$4.99K	﹤0.01%	612
2023 Q1	–	Sell	-271	Closed	-$29.3K	–	710
2022 Q4	$29.3K	Sell	271 -47	-15%	-$5.09K	﹤0.01%	400
2022 Q3	$35K	Buy	+318	New	+$37.6K	﹤0.01%	387

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 Financial Group Inc (Wisconsin)'s TLH Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 26 shares — an estimated $2.62K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in TLH in Q3 2022 and held it in 5 quarters. The position peaked at $35K in Q3 2022. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 26 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.62K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and held it in 5 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares 10-20 Year Treasury Bond ETF position peaked at $35K in Q3 2022.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.