Mendel Capital Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Mendel Capital Management’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	$1.49M	Sell	14,871 -95	-0.6%	-$9.49K	0.67%	37
2026 Q1	$1.51M	Buy	+14,966	New	+$1.53M	0.76%	37
2025 Q3	$1.45M	Buy	14,082 +1,465	+12%	+$148K	0.76%	34
2025 Q2	$1.28M	Sell	12,617 -166	-1%	-$16.7K	0.73%	34
2025 Q1	$1.33M	Buy	12,783 +809	+7%	+$82K	0.8%	32
2024 Q4	$1.19M	Sell	11,974 -308	-3%	-$31.9K	0.72%	36
2024 Q3	$1.34M	Buy	12,282 +980	+9%	+$105K	0.82%	32
2024 Q2	$1.16M	Buy	11,302 +1,125	+11%	+$115K	0.75%	34
2024 Q1	$1.07M	Buy	10,177 +192	+2%	+$20.1K	0.71%	37
2023 Q4	$1.08M	Buy	9,985 +980	+11%	+$98.1K	0.78%	30
2023 Q3	$887K	Buy	9,005 +656	+8%	+$68.9K	0.73%	33
2023 Q2	$925K	Buy	8,349 +6,550	+364%	+$734K	0.74%	33
2023 Q1	$206K	Buy	+1,799	New	+$202K	0.19%	82

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Mendel Capital Management's TLH Position: Q2 2026 in Review

Mendel Capital Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.63% in Q2 2026, selling an estimated $9.49K and leaving 14,871 shares worth $1.49M. The position accounts for 0.67% of the portfolio, ranked #37.

Mendel Capital Management first reported a position in TLH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2026. 291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Mendel Capital Management held 14,871 shares of iShares 10-20 Year Treasury Bond ETF worth $1.49M as of Q2 2026.
Mendel Capital Management sold 95 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.49K.
iShares 10-20 Year Treasury Bond ETF made up 0.67% of Mendel Capital Management's portfolio in Q2 2026, its #37 holding.
Mendel Capital Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 13 quarters since.
Mendel Capital Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.51M in Q1 2026.
291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Mendel Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.