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 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 $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

JT Stratford LLC's TLH Position: Q1 2026 in Review

JT Stratford LLC increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.7% in Q1 2026, buying an estimated $63K and bringing the position to 17,465 shares worth $1.76M. The position accounts for 0.22% of the portfolio, ranked #105.

JT Stratford LLC first reported a position in TLH in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.77M in Q3 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

JT Stratford LLC held 17,465 shares of iShares 10-20 Year Treasury Bond ETF worth $1.76M as of Q1 2026.
JT Stratford LLC bought 617 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $63K.
iShares 10-20 Year Treasury Bond ETF made up 0.22% of JT Stratford LLC's portfolio in Q1 2026, its #105 holding.
JT Stratford LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 12 quarters since.
JT Stratford LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $4.77M in Q3 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.