LEA
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Legacy Edge Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Legacy Edge Advisors’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 		$305K Sell
3,038
-2,381
-44% -$238K 0.03% 188
2026
Q1 		$546K Buy
5,419
+609
+13% +$62.2K 0.06% 125
2025
Q4 		$489K Buy
4,810
+325
+7% +$33.5K 0.05% 132
2025
Q3 		$462K Buy
4,485
+1,133
+34% +$115K 0.05% 133
2025
Q2 		$341K Buy
3,352
+944
+39% +$94.7K 0.05% 152
2025
Q1 		$250K Buy
+2,408
New +$244K 0.04% 164

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Legacy Edge Advisors's TLH Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 44% in Q2 2026, selling an estimated $238K and leaving 3,038 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #188.

Legacy Edge Advisors first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $546K in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Legacy Edge Advisors held 3,038 shares of iShares 10-20 Year Treasury Bond ETF worth $305K as of Q2 2026.
  • Legacy Edge Advisors sold 2,381 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $238K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q2 2026, its #188 holding.
  • Legacy Edge Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Legacy Edge Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $546K in Q1 2026.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.