Keystone Financial Services (Colorado)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Keystone Financial Services (Colorado)’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	$7.06M	Sell	70,324 -19,521	-22%	-$1.95M	1.82%	16
2026 Q1	$9.05M	Buy	89,845 +3,521	+4%	+$360K	2.66%	13
2025 Q4	$8.78M	Buy	86,324 +21,194	+33%	+$2.19M	2.65%	11
2025 Q3	$6.71M	Buy	65,130 +2,689	+4%	+$272K	2.08%	14
2025 Q2	$6.34M	Buy	62,441 +18,460	+42%	+$1.85M	2.16%	13
2025 Q1	$4.56M	Buy	+43,981	New	+$4.46M	1.74%	15
2023 Q3	–	Sell	-21,694	Closed	-$2.4M	–	81
2023 Q2	$2.4M	Buy	21,694 +321	+2%	+$36K	1.23%	13
2023 Q1	$2.45M	Sell	21,373 -11,636	-35%	-$1.31M	1.31%	12
2022 Q4	$3.79M	Buy	33,009 +4,574	+16%	+$496K	2.04%	10
2022 Q3	$3M	Buy	28,435 +8,313	+41%	+$984K	1.74%	13
2022 Q2	$2.47M	Buy	20,122 +4,073	+25%	+$500K	1.35%	12
2022 Q1	$1.93M	Buy	16,049 +10,377	+183%	+$1.45M	1.11%	17
2021 Q4	$842K	Buy	+5,672	New	+$840K	0.43%	29

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

Keystone Financial Services (Colorado)'s TLH Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, selling an estimated $1.95M and leaving 70,324 shares worth $7.06M. The position accounts for 1.82% of the portfolio, ranked #16.

Keystone Financial Services (Colorado) first reported a position in TLH in Q4 2021 and has held it in 13 quarters since. The position peaked at $9.05M in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Keystone Financial Services (Colorado) held 70,324 shares of iShares 10-20 Year Treasury Bond ETF worth $7.06M as of Q2 2026.
Keystone Financial Services (Colorado) sold 19,521 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.95M.
iShares 10-20 Year Treasury Bond ETF made up 1.82% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #16 holding.
Keystone Financial Services (Colorado) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 13 quarters since.
Keystone Financial Services (Colorado)'s iShares 10-20 Year Treasury Bond ETF position peaked at $9.05M in Q1 2026.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.