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Portfolio Resources Advisor Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Portfolio Resources Advisor 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 		$1.96M Sell
19,566
-4,086
-17% -$408K 1.66% 16
2026
Q1 		$2.38M Buy
23,652
+1,388
+6% +$142K 2.37% 15
2025
Q4 		$2.26M Buy
+22,264
New +$2.3M 2.26% 15

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

Portfolio Resources Advisor Group's TLH Position: Q2 2026 in Review

Portfolio Resources Advisor Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, selling an estimated $408K and leaving 19,566 shares worth $1.96M. The position accounts for 1.66% of the portfolio, ranked #16.

Portfolio Resources Advisor Group first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Portfolio Resources Advisor Group held 19,566 shares of iShares 10-20 Year Treasury Bond ETF worth $1.96M as of Q2 2026.
  • Portfolio Resources Advisor Group sold 4,086 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $408K.
  • iShares 10-20 Year Treasury Bond ETF made up 1.66% of Portfolio Resources Advisor Group's portfolio in Q2 2026, its #16 holding.
  • Portfolio Resources Advisor Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Portfolio Resources Advisor Group's iShares 10-20 Year Treasury Bond ETF position peaked at $2.38M in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Portfolio Resources Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.