Prime Capital Investment Advisors
TLH icon

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

Prime Capital 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 		$857K Sell
8,538
-8,620
-50% -$861K 0.01% 555
2026
Q1 		$1.73M Buy
17,158
+1,852
+12% +$189K 0.02% 383
2025
Q4 		$1.56M Sell
15,306
-199
-1% -$20.5K 0.02% 396
2025
Q3 		$1.6M Sell
15,505
-390
-2% -$39.5K 0.02% 378
2025
Q2 		$1.61M Sell
15,895
-3,253
-17% -$326K 0.02% 365
2025
Q1 		$1.99M Buy
19,148
+268
+1% +$27.2K 0.02% 367
2024
Q4 		$1.88M Sell
18,880
-4,123
-18% -$427K 0.03% 314
2024
Q3 		$2.51M Sell
23,003
-1,883
-8% -$202K 0.04% 281
2024
Q2 		$2.56M Sell
24,886
-330,026
-93% -$33.6M 0.04% 283
2024
Q1 		$37.3M Buy
354,912
+42,353
+14% +$4.44M 0.52% 43
2023
Q4 		$33.8M Buy
312,559
+10,750
+4% +$1.08M 0.51% 42
2023
Q3 		$29.7M Buy
+301,809
New +$31.7M 0.61% 37
2020
Q4 		– Sell
-6,524
Closed -$1.09M – 487
2020
Q3 		$1.09M Buy
6,524
+1,931
+42% +$325K 0.09% 156
2020
Q2 		$769K Buy
4,593
+3,977
+646% +$664K 0.07% 160
2020
Q1 		$103K Sell
616
-1,434
-70% -$221K 0.01% 232
2019
Q4 		$294K Buy
2,050
+760
+59% +$111K 0.03% 173
2019
Q3 		$193K Buy
+1,290
New +$190K 0.03% 200

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Forum Financial Management
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

Prime Capital Investment Advisors's TLH Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 50% in Q2 2026, selling an estimated $861K and leaving 8,538 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #555.

Prime Capital Investment Advisors first reported a position in TLH in Q3 2019 and has held it in 17 quarters since. The position peaked at $37.3M in Q1 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Prime Capital Investment Advisors held 8,538 shares of iShares 10-20 Year Treasury Bond ETF worth $857K as of Q2 2026.
  • Prime Capital Investment Advisors sold 8,620 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $861K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #555 holding.
  • Prime Capital Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2019 and has held it in 17 quarters since.
  • Prime Capital Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $37.3M in Q1 2024.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.