Kovitz Investment Group Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Kovitz Investment Group Partners’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	$14.6M	Buy	145,376 +26,714	+23%	+$2.67M	0.32%	79
2026 Q1	$12M	Buy	118,662 +19,771	+20%	+$2.02M	0.28%	91
2025 Q4	$10.1M	Buy	98,891 +40,788	+70%	+$4.21M	0.22%	96
2025 Q3	$5.98M	Sell	58,103 -51,807	-47%	-$5.24M	0.02%	431
2025 Q2	$11.2M	Sell	109,910 -65,569	-37%	-$6.58M	0.05%	285
2025 Q1	$18.2M	Buy	175,479 +73,752	+72%	+$7.48M	0.09%	184
2024 Q4	$10.2M	Sell	101,727 -54,057	-35%	-$5.59M	0.05%	263
2024 Q3	$17.1M	Buy	155,784 +73,515	+89%	+$7.88M	0.12%	157
2024 Q2	$8.48M	Buy	+82,269	New	+$8.38M	0.07%	201

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

Kovitz Investment Group Partners's TLH Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 23% in Q2 2026, buying an estimated $2.67M and bringing the position to 145,376 shares worth $14.6M. The position accounts for 0.32% of the portfolio, ranked #79.

Kovitz Investment Group Partners first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. The position peaked at $18.2M in Q1 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Kovitz Investment Group Partners held 145,376 shares of iShares 10-20 Year Treasury Bond ETF worth $14.6M as of Q2 2026.
Kovitz Investment Group Partners bought 26,714 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.67M.
iShares 10-20 Year Treasury Bond ETF made up 0.32% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #79 holding.
Kovitz Investment Group Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $18.2M in Q1 2025.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.