LexAurum Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

LexAurum 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	$1.21M	Hold	12,042	–	–	0.14%	131
2026 Q1	$1.21M	Buy	+12,042	New	+$1.23M	0.16%	121
2025 Q3	$1.31M	Sell	12,690 -101	-0.8%	-$10.2K	0.19%	103
2025 Q2	$1.3M	Buy	12,791 +2	+0%	+$201	0.21%	95
2025 Q1	$1.33M	Buy	12,789 +17	+0.1%	+$1.72K	0.25%	83
2024 Q4	$1.27M	Sell	12,772 -455	-3%	-$47.1K	0.25%	81
2024 Q3	$1.45M	Buy	13,227 +3,849	+41%	+$413K	0.32%	65
2024 Q2	$963K	Buy	9,378 +1,956	+26%	+$199K	0.24%	96
2024 Q1	$780K	Buy	7,422 +1,754	+31%	+$184K	0.2%	108
2023 Q4	$614K	Buy	5,668 +1,507	+36%	+$151K	0.16%	133
2023 Q3	$410K	Buy	4,161 +1,681	+68%	+$177K	0.12%	164
2023 Q2	$275K	Buy	2,480 +58	+2%	+$6.5K	0.08%	216
2023 Q1	$277K	Sell	2,422 -43	-2%	-$4.84K	0.09%	201
2022 Q4	$267K	Buy	+2,465	New	+$267K	0.1%	199
2022 Q3	–	Sell	-1,744	Closed	-$210K	–	259
2022 Q2	$210K	Buy	+1,744	New	+$214K	0.08%	223

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

LexAurum Advisors's TLH Position: Q2 2026 in Review

LexAurum Advisors held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 12,042 shares worth $1.21M. The position accounts for 0.14% of the portfolio, ranked #131.

LexAurum Advisors first reported a position in TLH in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q3 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

LexAurum Advisors held 12,042 shares of iShares 10-20 Year Treasury Bond ETF worth $1.21M as of Q2 2026.
LexAurum Advisors left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of LexAurum Advisors's portfolio in Q2 2026, its #131 holding.
LexAurum Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2022 and has held it in 15 quarters since.
LexAurum Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.45M in Q3 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.