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

Nations 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	$246K	Buy	+2,450	New	+$245K	0.01%	695
2026 Q1	–	Sell	-2,056	Closed	-$209K	–	800
2025 Q4	$209K	Buy	+2,056	New	+$212K	0.01%	709
2025 Q1	–	Sell	-2,507	Closed	-$250K	–	706
2024 Q4	$250K	Sell	2,507 -30,537	-92%	-$3.16M	0.02%	592
2024 Q3	$3.61M	Buy	+33,044	New	+$3.54M	0.26%	92
2023 Q3	–	Sell	-16,248	Closed	-$1.8M	–	639
2023 Q2	$1.8M	Buy	+16,248	New	+$1.82M	0.18%	143

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

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

Nations Financial Group opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 2,450 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Nations Financial Group previously reported a position in TLH as recently as Q4 2025.

Nations Financial Group first reported a position in TLH in Q2 2023 and has held it in 5 quarters since. The position peaked at $3.61M in Q3 2024. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Nations Financial Group held 2,450 shares of iShares 10-20 Year Treasury Bond ETF worth $246K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new Nations Financial Group position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Nations Financial Group's portfolio in Q2 2026, its #695 holding.
Nations Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 5 quarters since.
Nations Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $3.61M in Q3 2024.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.