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

Polaris 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 		$3.26M Sell
32,500
-3,777
-10% -$377K 2.09% 13
2026
Q1 		$3.65M Buy
36,277
+797
+2% +$81.4K 2.66% 11
2025
Q4 		$3.61M Buy
+35,480
New +$3.66M 2.61% 11

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Polaris Investment Advisors's TLH Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 10% in Q2 2026, selling an estimated $377K and leaving 32,500 shares worth $3.26M. The position accounts for 2.09% of the portfolio, ranked #13.

Polaris Investment Advisors first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.65M in Q1 2026. 405 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Polaris Investment Advisors held 32,500 shares of iShares 10-20 Year Treasury Bond ETF worth $3.26M as of Q2 2026.
  • Polaris Investment Advisors sold 3,777 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $377K.
  • iShares 10-20 Year Treasury Bond ETF made up 2.09% of Polaris Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Polaris Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.65M in Q1 2026.
  • 405 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.