McKinley Carter Wealth Services’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
$16.7M Buy
166,474
+35,053
+27% +$3.5M 0.86% 23
2026
Q1
$13.2M Buy
131,421
+103,450
+370% +$10.6M 0.76% 25
2025
Q4
$2.84M Buy
+27,971
New +$2.89M 0.16% 106
2021
Q1
Sell
-1,525
Closed -$243K 292
2020
Q4
$243K Buy
+1,525
New +$247K 0.03% 235

Other funds holding TLH

McKinley Carter Wealth Services's TLH Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 27% in Q2 2026, buying an estimated $3.5M and bringing the position to 166,474 shares worth $16.7M. The position accounts for 0.86% of the portfolio, ranked #23.

McKinley Carter Wealth Services first reported a position in TLH in Q4 2020 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • McKinley Carter Wealth Services held 166,474 shares of iShares 10-20 Year Treasury Bond ETF worth $16.7M as of Q2 2026.
  • McKinley Carter Wealth Services bought 35,053 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.5M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.86% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #23 holding.
  • McKinley Carter Wealth Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2020 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.