Key Capital Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Key Capital Management’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 Q3	$15.1K	Sell	164 -28	-15%	-$2.71K	0.01%	341
2026 Q2	$19.3K	Sell	192 -21	-10%	-$2.1K	0.01%	257
2026 Q1	$21.5K	Sell	213 -29	-12%	-$2.96K	0.01%	230
2025 Q4	$24.6K	Buy	+242	New	+$25K	0.02%	201

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Key Capital Management's TLH Position: Q3 2026 in Review

Key Capital Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q3 2026, selling an estimated $2.71K and leaving 164 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #341.

Key Capital Management first reported a position in TLH in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.6K in Q4 2025. 381 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Key Capital Management held 164 shares of iShares 10-20 Year Treasury Bond ETF worth $15.1K as of Q3 2026.
Key Capital Management sold 28 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $2.71K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #341 holding.
Key Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 4 quarters since.
Key Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $24.6K in Q4 2025.
381 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.