Moors & Cabot’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Moors & Cabot’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 Q3	$391K	Buy	4,244 +868	+26%	+$84K	0.01%	649
2026 Q2	$339K	Buy	3,376 +1,193	+55%	+$119K	0.01%	704
2026 Q1	$220K	Buy	+2,183	New	+$223K	0.01%	825

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Moors & Cabot's TLH Position: Q3 2026 in Review

Moors & Cabot increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 26% in Q3 2026, buying an estimated $84K and bringing the position to 4,244 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #649.

Moors & Cabot first reported a position in TLH in Q1 2026 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Moors & Cabot held 4,244 shares of iShares 10-20 Year Treasury Bond ETF worth $391K as of Q3 2026.
Moors & Cabot bought 868 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $84K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #649 holding.
Moors & Cabot first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2026 and has held it in 3 quarters since.
354 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.