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

Mayflower Financial 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 		$400K Sell
3,982
-4,710
-54% -$471K 0.03% 320
2026
Q1 		$875K Sell
8,692
-5,069
-37% -$518K 0.11% 186
2025
Q4 		$1.4M Sell
13,761
-691
-5% -$71.3K 0.17% 125
2025
Q3 		$1.49M Buy
14,452
+2,203
+18% +$223K 0.19% 120
2025
Q2 		$1.24M Buy
12,249
+3,441
+39% +$345K 0.17% 126
2025
Q1 		$914K Sell
8,808
-907
-9% -$91.9K 0.14% 153
2024
Q4 		$967K Buy
9,715
+913
+10% +$94.5K 0.14% 143
2024
Q3 		$962K Buy
8,802
+65
+0.7% +$6.97K 0.14% 144
2024
Q2 		$897K Buy
8,737
+1,334
+18% +$136K 0.15% 142
2024
Q1 		$778K Buy
7,403
+498
+7% +$52.2K 0.13% 162
2023
Q4 		$748K Sell
6,905
-3,982
-37% -$399K 0.1% 160
2023
Q3 		$1.07M Sell
10,887
-2,923
-21% -$307K 0.16% 116
2023
Q2 		$1.53M Sell
13,810
-1,908
-12% -$214K 0.2% 101
2023
Q1 		$1.8M Buy
15,718
+266
+2% +$29.9K 0.24% 87
2022
Q4 		$1.67M Buy
15,452
+7,325
+90% +$794K 0.23% 87
2022
Q3 		$885K Buy
8,127
+1,719
+27% +$203K 0.14% 113
2022
Q2 		$770K Buy
6,408
+4,510
+238% +$553K 0.12% 131
2022
Q1 		$255K Buy
+1,898
New +$266K 0.03% 297

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HCP
Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Mayflower Financial Advisors's TLH Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 54% in Q2 2026, selling an estimated $471K and leaving 3,982 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #320.

Mayflower Financial Advisors first reported a position in TLH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.8M in Q1 2023. 327 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Mayflower Financial Advisors held 3,982 shares of iShares 10-20 Year Treasury Bond ETF worth $400K as of Q2 2026.
  • Mayflower Financial Advisors sold 4,710 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $471K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #320 holding.
  • Mayflower Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 18 quarters since.
  • Mayflower Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.8M in Q1 2023.
  • 327 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.