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

Merit 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 Q2	$4.45M	Sell	44,313 -9,824	-18%	-$982K	0.03%	467
2026 Q1	$5.45M	Buy	54,137 +9,101	+20%	+$929K	0.04%	366
2025 Q4	$4.58M	Buy	45,036 +5,581	+14%	+$576K	0.04%	375
2025 Q3	$4.06M	Buy	39,455 +4,076	+12%	+$412K	0.04%	357
2025 Q2	$3.59M	Buy	35,379 +13,539	+62%	+$1.36M	0.04%	352
2025 Q1	$2.27M	Buy	21,840 +16,950	+347%	+$1.72M	0.03%	385
2024 Q4	$487K	Buy	+4,890	New	+$506K	0.01%	737
2024 Q3	–	Sell	-3,827	Closed	-$393K	–	954
2024 Q2	$393K	Buy	3,827 +1,289	+51%	+$131K	0.01%	643
2024 Q1	$256K	Sell	2,538 -9,541	-79%	-$999K	0.01%	759
2023 Q4	$1.31M	Buy	12,079 +9,696	+407%	+$971K	0.04%	261
2023 Q3	$235K	Sell	2,383 -17,964	-88%	-$1.89M	0.01%	655
2023 Q2	$2.25M	Sell	20,347 -237	-1%	-$26.6K	0.07%	202
2023 Q1	$2.36M	Sell	20,584 -3,313	-14%	-$373K	0.09%	184
2022 Q4	$2.59M	Buy	23,897 +7,965	+50%	+$863K	0.09%	162
2022 Q3	$1.74M	Sell	15,932 -12,156	-43%	-$1.44M	0.08%	174
2022 Q2	$3.38M	Buy	28,088 +15,877	+130%	+$1.95M	0.1%	127
2022 Q1	$1.64M	Buy	+12,211	New	+$1.71M	0.1%	115

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Merit Financial Group's TLH Position: Q2 2026 in Review

Merit Financial Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 18% in Q2 2026, selling an estimated $982K and leaving 44,313 shares worth $4.45M. The position accounts for 0.03% of the portfolio, ranked #467.

Merit Financial Group first reported a position in TLH in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.45M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Merit Financial Group held 44,313 shares of iShares 10-20 Year Treasury Bond ETF worth $4.45M as of Q2 2026.
Merit Financial Group sold 9,824 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $982K.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #467 holding.
Merit Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 17 quarters since.
Merit Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $5.45M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.