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

Kelly Financial Services’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 		$13.2M Buy
131,731
+9,275
+8% +$927K 2.83% 9
2026
Q1 		$12.3M Sell
122,456
-4,488
-4% -$458K 2.97% 10
2025
Q4 		$12.9M Sell
126,944
-68,476
-35% -$7.06M 3.23% 11
2025
Q3 		$20.1M Buy
195,420
+21,951
+13% +$2.22M 5.21% 6
2025
Q2 		$17.6M Buy
173,469
+58,694
+51% +$5.89M 5.19% 6
2025
Q1 		$11.9M Buy
114,775
+103,733
+939% +$10.5M 4.14% 8
2024
Q4 		$1.1M Buy
11,042
+174
+2% +$18K 0.4% 41
2024
Q3 		$1.19M Sell
10,868
-102
-0.9% -$10.9K 0.44% 41
2024
Q2 		$1.13M Sell
10,970
-3,770
-26% -$384K 0.4% 41
2024
Q1 		$1.55M Sell
14,740
-297
-2% -$31.1K 0.59% 28
2023
Q4 		$1.63M Buy
15,037
+12,988
+634% +$1.3M 0.66% 24
2023
Q3 		$202K Sell
2,049
-98,128
-98% -$10.3M 0.09% 90
2023
Q2 		$11.1M Buy
100,177
+9,314
+10% +$1.04M 5.26% 3
2023
Q1 		$10.4M Buy
90,863
+19,330
+27% +$2.17M 5.25% 4
2022
Q4 		$7.74M Buy
71,533
+6,475
+10% +$702K 4.07% 4
2022
Q3 		$7.09M Buy
65,058
+6,702
+11% +$793K 4.14% 5
2022
Q2 		$7.01M Buy
58,356
+36,764
+170% +$4.51M 3.67% 6
2022
Q1 		$2.91M Buy
21,592
+21,520
+29,889% +$3.01M 1.31% 15
2021
Q4 		$10.6K Buy
72
+3
+4% +$444 ﹤0.01% 337
2021
Q3 		$10.2K Buy
+69
New +$10.4K 0.01% 330

Other funds holding TLH

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Kelly Financial Services increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.6% in Q2 2026, buying an estimated $927K and bringing the position to 131,731 shares worth $13.2M. The position accounts for 2.83% of the portfolio, ranked #9.

Kelly Financial Services first reported a position in TLH in Q3 2021 and has held it in 20 quarters since. The position peaked at $20.1M in Q3 2025. 263 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Kelly Financial Services held 131,731 shares of iShares 10-20 Year Treasury Bond ETF worth $13.2M as of Q2 2026.
  • Kelly Financial Services bought 9,275 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $927K.
  • iShares 10-20 Year Treasury Bond ETF made up 2.83% of Kelly Financial Services's portfolio in Q2 2026, its #9 holding.
  • Kelly Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
  • Kelly Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $20.1M in Q3 2025.
  • 263 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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