MFG
TLH icon

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

Magnus Financial Group’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
Q1 		– Sell
-5,282
Closed -$537K – 430
2025
Q4 		$537K Buy
5,282
+1,051
+25% +$108K 0.04% 250
2025
Q3 		$436K Buy
4,231
+1,996
+89% +$202K 0.03% 273
2025
Q2 		$227K Buy
2,235
+271
+14% +$27.2K 0.02% 348
2025
Q1 		$204K Sell
1,964
-916
-32% -$92.8K 0.02% 347
2024
Q4 		$287K Buy
2,880
+1,004
+54% +$104K 0.03% 276
2024
Q3 		$205K Buy
+1,876
New +$201K 0.02% 323

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Magnus Financial Group's TLH Position: Q1 2026 in Review

Magnus Financial Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 5,282 shares — an estimated $537K sold.

Magnus Financial Group first reported a position in TLH in Q3 2024 and held it in 6 quarters. The position peaked at $537K in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Magnus Financial Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Magnus Financial Group sold 5,282 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $537K.
  • Magnus Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and held it in 6 quarters.
  • Magnus Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $537K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.