Lockerman Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$352K Buy
3,504
+104
+3% +$10.4K 0.54% 50
2026
Q1
$342K Buy
3,400
+1,249
+58% +$128K 0.62% 47
2025
Q4
$219K Sell
2,151
-4,513
-68% -$466K 0.42% 76
2025
Q3
$686K Sell
6,664
-243
-4% -$24.6K 0.87% 27
2025
Q2
$702K Sell
6,907
-850
-11% -$85.3K 0.94% 24
2025
Q1
$805K Buy
7,757
+661
+9% +$67K 1.22% 17
2024
Q4
$706K Buy
7,096
+934
+15% +$96.6K 1.2% 22
2024
Q3
$674K Buy
6,162
+1,525
+33% +$163K 1.14% 26
2024
Q2
$476K Sell
4,637
-1,169
-20% -$119K 0.86% 33
2024
Q1
$610K Buy
5,806
+1,960
+51% +$205K 1.17% 24
2023
Q4
$416K Sell
3,846
-729
-16% -$73K 0.96% 32
2023
Q3
$451K Buy
+4,575
New +$481K 1.21% 25

Other funds holding TLH

Lockerman Financial Group's TLH Position: Q2 2026 in Review

Lockerman Financial Group increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.1% in Q2 2026, buying an estimated $10.4K and bringing the position to 3,504 shares worth $352K. The position accounts for 0.54% of the portfolio, ranked #50.

Lockerman Financial Group first reported a position in TLH in Q3 2023 and has held it in 12 quarters since. The position peaked at $805K in Q1 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Lockerman Financial Group held 3,504 shares of iShares 10-20 Year Treasury Bond ETF worth $352K as of Q2 2026.
  • Lockerman Financial Group bought 104 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $10.4K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.54% of Lockerman Financial Group's portfolio in Q2 2026, its #50 holding.
  • Lockerman Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Lockerman Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $805K in Q1 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.