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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Prime Capital Investment Advisors's TLH Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 12% in Q1 2026, buying an estimated $189K and bringing the position to 17,158 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #383.

Prime Capital Investment Advisors first reported a position in TLH in Q3 2019 and has held it in 16 quarters since. The position peaked at $37.3M in Q1 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Prime Capital Investment Advisors held 17,158 shares of iShares 10-20 Year Treasury Bond ETF worth $1.73M as of Q1 2026.
Prime Capital Investment Advisors bought 1,852 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $189K.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #383 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 16 quarters since.
Prime Capital Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $37.3M in Q1 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.