JT Stratford LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

JT Stratford LLC’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	$1.5M	Sell	14,919 -2,546	-15%	-$254K	0.16%	128
2026 Q1	$1.76M	Buy	17,465 +617	+4%	+$63K	0.22%	105
2025 Q4	$1.71M	Sell	16,848 -29,506	-64%	-$3.04M	0.22%	101
2025 Q3	$4.77M	Buy	46,354 +31,097	+204%	+$3.15M	0.64%	33
2025 Q2	$1.55M	Buy	15,257 +1,442	+10%	+$145K	0.23%	94
2025 Q1	$1.43M	Buy	13,815 +1,710	+14%	+$173K	0.25%	100
2024 Q4	$1.2M	Sell	12,105 -36	-0.3%	-$3.73K	0.2%	120
2024 Q3	$1.33M	Buy	12,141 +1,812	+18%	+$194K	0.23%	110
2024 Q2	$1.06M	Buy	10,329 +614	+6%	+$62.5K	0.2%	127
2024 Q1	$1.02M	Buy	9,715 +5,916	+156%	+$620K	0.2%	132
2023 Q4	$411K	Buy	3,799 +3	+0.1%	+$300	0.09%	193
2023 Q3	$374K	Buy	3,796 +1,251	+49%	+$131K	0.1%	183
2023 Q2	$282K	Buy	+2,545	New	+$285K	0.08%	201

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

JT Stratford LLC's TLH Position: Q2 2026 in Review

JT Stratford LLC reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q2 2026, selling an estimated $254K and leaving 14,919 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #128.

JT Stratford LLC first reported a position in TLH in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.77M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

JT Stratford LLC held 14,919 shares of iShares 10-20 Year Treasury Bond ETF worth $1.5M as of Q2 2026.
JT Stratford LLC sold 2,546 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $254K.
iShares 10-20 Year Treasury Bond ETF made up 0.16% of JT Stratford LLC's portfolio in Q2 2026, its #128 holding.
JT Stratford LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 13 quarters since.
JT Stratford LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $4.77M in Q3 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.