MMBG Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

MMBG Investment 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	$350K	Hold	3,488	–	–	0.03%	156
2026 Q1	$351K	Hold	3,488	–	–	0.03%	148
2025 Q4	$355K	Hold	3,488	–	–	0.03%	157
2025 Q3	$359K	Hold	3,488	–	–	0.03%	157
2025 Q2	$354K	Hold	3,488	–	–	0.04%	149
2025 Q1	$362K	Hold	3,488	–	–	0.04%	139
2024 Q4	$347K	Hold	3,488	–	–	0.04%	140
2024 Q3	$381K	Hold	3,488	–	–	0.04%	135
2024 Q2	$358K	Hold	3,488	–	–	0.04%	125
2024 Q1	$365K	Hold	3,488	–	–	0.04%	130
2023 Q4	$378K	Buy	+3,488	New	+$349K	0.04%	131

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

MMBG Investment Advisors's TLH Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 3,488 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #156.

MMBG Investment Advisors first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $381K in Q3 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

MMBG Investment Advisors held 3,488 shares of iShares 10-20 Year Treasury Bond ETF worth $350K as of Q2 2026.
MMBG Investment Advisors left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of MMBG Investment Advisors's portfolio in Q2 2026, its #156 holding.
MMBG Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
MMBG Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $381K in Q3 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.