Lugano Financial Advisors SA (LFA)’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
$3.4M Buy
34,483
+535
+2% +$53.5K 2.05% 10
2026
Q1
$3.39M Buy
33,948
+33
+0.1% +$3.37K 1.73% 14
2025
Q4
$3.45M Buy
33,915
+390
+1% +$40.2K 1.78% 14
2025
Q3
$3.44M Sell
33,525
-7,152
-18% -$723K 1.81% 15
2025
Q2
$4.1M Sell
40,677
-990
-2% -$99.3K 2.43% 9
2025
Q1
$4.32M Buy
41,667
+77
+0.2% +$7.8K 2.94% 9
2024
Q4
$4.14M Buy
41,590
+39,701
+2,102% +$4.11M 2.71% 9
2024
Q3
$207K Buy
1,889
+865
+84% +$92.7K 0.14% 72
2024
Q2
$105K Hold
1,024
0.08% 100
2024
Q1
$108K Sell
1,024
-414
-29% -$43.4K 0.08% 101
2023
Q4
$156K Sell
1,438
-37,843
-96% -$3.79M 0.12% 69
2023
Q3
$3.87M Sell
39,281
-6,528
-14% -$686K 3.31% 9
2023
Q2
$5.07M Buy
45,809
+1,476
+3% +$165K 3.38% 8
2023
Q1
$5.08M Buy
+44,333
New +$4.99M 3.84% 8

Other funds holding TLH

Lugano Financial Advisors SA (LFA)'s TLH Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.6% in Q2 2026, buying an estimated $53.5K and bringing the position to 34,483 shares worth $3.4M. The position accounts for 2.05% of the portfolio, ranked #10.

Lugano Financial Advisors SA (LFA) first reported a position in TLH in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.08M in Q1 2023. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 34,483 shares of iShares 10-20 Year Treasury Bond ETF worth $3.4M as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) bought 535 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $53.5K.
  • iShares 10-20 Year Treasury Bond ETF made up 2.05% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #10 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Lugano Financial Advisors SA (LFA)'s iShares 10-20 Year Treasury Bond ETF position peaked at $5.08M in Q1 2023.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.