Kilter Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Kilter 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	$1.58M	Sell	15,727 -14,509	-48%	-$1.45M	0.57%	25
2026 Q1	$3.05M	Buy	30,236 +2,224	+8%	+$227K	1.31%	17
2025 Q4	$2.85M	Buy	28,012 +2,049	+8%	+$211K	1.26%	16
2025 Q3	$2.67M	Buy	25,963 +3,951	+18%	+$400K	1.26%	15
2025 Q2	$2.24M	Buy	22,012 +7,127	+48%	+$715K	1.02%	18
2025 Q1	$1.54M	Buy	+14,885	New	+$1.51M	1.01%	16

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

Kilter Group's TLH Position: Q2 2026 in Review

Kilter Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 48% in Q2 2026, selling an estimated $1.45M and leaving 15,727 shares worth $1.58M. The position accounts for 0.57% of the portfolio, ranked #25.

Kilter Group first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.05M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Kilter Group held 15,727 shares of iShares 10-20 Year Treasury Bond ETF worth $1.58M as of Q2 2026.
Kilter Group sold 14,509 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.45M.
iShares 10-20 Year Treasury Bond ETF made up 0.57% of Kilter Group's portfolio in Q2 2026, its #25 holding.
Kilter Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Kilter Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.05M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.