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 Q3	$324K	Buy	3,513 +475	+16%	+$45.9K	0.03%	194
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hamilton Capital Partners Atlanta, Georgia $356M AUM 0.3% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Legacy Edge Advisors's TLH Position: Q3 2026 in Review

Legacy Edge Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 16% in Q3 2026, buying an estimated $45.9K and bringing the position to 3,513 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #194.

Legacy Edge Advisors first reported a position in TLH in Q1 2025 and has held it in 7 quarters since. The position peaked at $546K in Q1 2026. 410 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Legacy Edge Advisors held 3,513 shares of iShares 10-20 Year Treasury Bond ETF worth $324K as of Q3 2026.
Legacy Edge Advisors bought 475 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $45.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Legacy Edge Advisors's portfolio in Q3 2026, its #194 holding.
Legacy Edge Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
Legacy Edge Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $546K in Q1 2026.
410 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.