KFG
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Kelly Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Kelly Financial Group’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
-2,218
Closed -$223K – 110
2026
Q1 		$223K Buy
2,218
+66
+3% +$6.74K 0.06% 92
2025
Q4 		$219K Sell
2,152
-50
-2% -$5.16K 0.06% 86
2025
Q3 		$227K Buy
+2,202
New +$223K 0.06% 83

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Kelly Financial Group's TLH Position: Q2 2026 in Review

Kelly Financial Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,218 shares — an estimated $223K sold.

Kelly Financial Group first reported a position in TLH in Q3 2025 and held it in 3 quarters. The position peaked at $227K in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Kelly Financial Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kelly Financial Group sold 2,218 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $223K.
  • Kelly Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and held it in 3 quarters.
  • Kelly Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $227K in Q3 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.