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

Mount Yale 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	$2.74M	Sell	27,314 -12,021	-31%	-$1.2M	0.05%	345
2026 Q1	$3.96M	Sell	39,335 -1,634	-4%	-$167K	0.09%	225
2025 Q4	$4.17M	Buy	40,969 +21,101	+106%	+$2.18M	0.2%	113
2025 Q3	$2.05M	Buy	19,868 +2,404	+14%	+$243K	0.14%	157
2025 Q2	$1.77M	Buy	17,464 +7,753	+80%	+$778K	0.14%	135
2025 Q1	$1.01M	Buy	+9,711	New	+$984K	0.09%	194
2023 Q3	–	Sell	-4,569	Closed	-$506K	–	514
2023 Q2	$506K	Buy	4,569 +244	+6%	+$27.4K	0.05%	302
2023 Q1	$495K	Sell	4,325 -889	-17%	-$100K	0.06%	299
2022 Q4	$564K	Buy	5,214 +1,562	+43%	+$169K	0.06%	263
2022 Q3	$398K	Buy	3,652 +263	+8%	+$31.1K	0.05%	304
2022 Q2	$407K	Buy	3,389 +838	+33%	+$103K	0.05%	311
2022 Q1	$343K	Buy	+2,551	New	+$357K	0.04%	347

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

Mount Yale Investment Advisors's TLH Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 31% in Q2 2026, selling an estimated $1.2M and leaving 27,314 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #345.

Mount Yale Investment Advisors first reported a position in TLH in Q1 2022 and has held it in 12 quarters since. The position peaked at $4.17M in Q4 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Mount Yale Investment Advisors held 27,314 shares of iShares 10-20 Year Treasury Bond ETF worth $2.74M as of Q2 2026.
Mount Yale Investment Advisors sold 12,021 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.2M.
iShares 10-20 Year Treasury Bond ETF made up 0.05% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #345 holding.
Mount Yale Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2022 and has held it in 12 quarters since.
Mount Yale Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $4.17M in Q4 2025.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.