PFGIA
TLH icon

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

Patriot Financial Group Insurance Agency’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 		$352K Sell
3,511
-5,795
-62% -$579K 0.04% 369
2026
Q1 		$937K Buy
9,306
+4,699
+102% +$480K 0.05% 312
2025
Q4 		$468K Buy
4,607
+44
+1% +$4.54K 0.06% 303
2025
Q3 		$470K Buy
4,563
+979
+27% +$99K 0.06% 297
2025
Q2 		$364K Buy
3,584
+952
+36% +$95.5K 0.04% 366
2025
Q1 		$273K Sell
2,632
-363
-12% -$36.8K 0.04% 395
2024
Q4 		$298K Buy
2,995
+146
+5% +$15.1K 0.04% 371
2024
Q3 		$311K Sell
2,849
-292
-9% -$31.3K 0.04% 375
2024
Q2 		$323K Buy
+3,141
New +$320K 0.05% 354
2023
Q3 		– Sell
-6,564
Closed -$727K – 493
2023
Q2 		$727K Sell
6,564
-1,140
-15% -$128K 0.14% 175
2023
Q1 		$882K Buy
7,704
+292
+4% +$32.8K 0.18% 132
2022
Q4 		$802K Buy
7,412
+1,680
+29% +$182K 0.11% 135
2022
Q3 		$625K Buy
5,732
+2,712
+90% +$321K 0.15% 162
2022
Q2 		$363K Sell
3,020
-57
-2% -$6.99K 0.07% 265
2022
Q1 		$414K Buy
3,077
+34
+1% +$4.76K 0.07% 262
2021
Q4 		$452K Buy
3,043
+733
+32% +$109K 0.08% 263
2021
Q3 		$340K Buy
+2,310
New +$348K 0.06% 313

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TLH Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 62% in Q2 2026, selling an estimated $579K and leaving 3,511 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #369.

Patriot Financial Group Insurance Agency first reported a position in TLH in Q3 2021 and has held it in 17 quarters since. The position peaked at $937K in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,511 shares of iShares 10-20 Year Treasury Bond ETF worth $352K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 5,795 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $579K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.04% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #369 holding.
  • Patriot Financial Group Insurance Agency first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 17 quarters since.
  • Patriot Financial Group Insurance Agency's iShares 10-20 Year Treasury Bond ETF position peaked at $937K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.