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Patriot Investment Management Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Patriot Investment Management 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
Q1 		– Sell
-6,380
Closed -$649K – 245
2025
Q4 		$649K Buy
6,380
+90
+1% +$9.29K 0.04% 147
2025
Q3 		$648K Buy
6,290
+69
+1% +$6.98K 0.04% 145
2025
Q2 		$632K Buy
+6,221
New +$624K 0.04% 140

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Patriot Investment Management Group's TLH Position: Q1 2026 in Review

Patriot Investment Management Group sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 6,380 shares — an estimated $649K sold.

Patriot Investment Management Group first reported a position in TLH in Q2 2025 and held it in 3 quarters. The position peaked at $649K in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Patriot Investment Management Group reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Patriot Investment Management Group sold 6,380 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $649K.
  • Patriot Investment Management Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and held it in 3 quarters.
  • Patriot Investment Management Group's iShares 10-20 Year Treasury Bond ETF position peaked at $649K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Patriot Investment Management Group's 13F filing for Q1 2026, filed 14 Apr 2026.