Legacy Financial Group (Iowa)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Legacy Financial Group (Iowa)’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	$6.1M	Sell	60,819 -14,936	-20%	-$1.49M	0.69%	37
2026 Q1	$7.63M	Buy	75,755 +3,540	+5%	+$361K	0.96%	29
2025 Q4	$7.29M	Buy	72,215 +64	+0.1%	+$6.6K	0.9%	30
2025 Q3	$7.43M	Buy	72,151 +19,557	+37%	+$1.98M	0.97%	28
2025 Q2	$5.34M	Buy	52,594 +16,050	+44%	+$1.61M	0.75%	32
2025 Q1	$3.79M	Buy	+36,544	New	+$3.7M	0.58%	35
2023 Q4	–	Sell	-121	Closed	-$11.9K	–	465
2023 Q3	$11.9K	Sell	121 -14,758	-99%	-$1.55M	﹤0.01%	326
2023 Q2	$1.65M	Buy	+14,879	New	+$1.67M	0.42%	33

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

Legacy Financial Group (Iowa)'s TLH Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 20% in Q2 2026, selling an estimated $1.49M and leaving 60,819 shares worth $6.1M. The position accounts for 0.69% of the portfolio, ranked #37.

Legacy Financial Group (Iowa) first reported a position in TLH in Q2 2023 and has held it in 8 quarters since. The position peaked at $7.63M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Legacy Financial Group (Iowa) held 60,819 shares of iShares 10-20 Year Treasury Bond ETF worth $6.1M as of Q2 2026.
Legacy Financial Group (Iowa) sold 14,936 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.49M.
iShares 10-20 Year Treasury Bond ETF made up 0.69% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #37 holding.
Legacy Financial Group (Iowa) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 8 quarters since.
Legacy Financial Group (Iowa)'s iShares 10-20 Year Treasury Bond ETF position peaked at $7.63M in Q1 2026.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.