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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 		$341K Sell
3,352
-2,067
-38% -$207K 0.05% 152
2026
Q1 		$546K Buy
5,419
+609
+13% +$62.2K 0.06% 125
2025
Q4 		$489K Buy
+4,810
New +$496K 0.05% 132

Other funds holding TLH

Envestnet Asset Management
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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 38% in Q2 2026, selling an estimated $207K and leaving 3,352 shares worth $341K. The position accounts for 0.05% of the portfolio, ranked #152.

Legacy Edge Advisors first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $546K in Q1 2026. 428 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Legacy Edge Advisors held 3,352 shares of iShares 10-20 Year Treasury Bond ETF worth $341K as of Q2 2026.
  • Legacy Edge Advisors sold 2,067 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $207K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #152 holding.
  • Legacy Edge Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $546K in Q1 2026.
  • 428 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.