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Lowe Brockenbrough & Co’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Lowe Brockenbrough & Co’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 		$314K Hold
3,130
– – 0.01% 251
2026
Q1 		$315K Hold
3,130
– – 0.02% 245
2025
Q4 		$318K Buy
3,130
+1,000
+47% +$103K 0.02% 248
2025
Q3 		$219K Buy
+2,130
New +$215K 0.01% 279

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Lowe Brockenbrough & Co's TLH Position: Q2 2026 in Review

Lowe Brockenbrough & Co held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 3,130 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #251.

Lowe Brockenbrough & Co first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $318K in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Lowe Brockenbrough & Co held 3,130 shares of iShares 10-20 Year Treasury Bond ETF worth $314K as of Q2 2026.
  • Lowe Brockenbrough & Co left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #251 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Lowe Brockenbrough & Co's iShares 10-20 Year Treasury Bond ETF position peaked at $318K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.