Principal Securities’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Principal Securities’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	$6.96M	Buy	69,375 +4,085	+6%	+$408K	0.08%	215
2026 Q1	$6.58M	Sell	65,290 -450	-0.7%	-$46K	0.1%	196
2025 Q4	$6.68M	Buy	65,740 +8,986	+16%	+$927K	0.1%	185
2025 Q3	$5.85M	Buy	56,754 +13,764	+32%	+$1.39M	0.1%	200
2025 Q2	$4.37M	Buy	42,990 +32,500	+310%	+$3.26M	0.08%	244
2025 Q1	$1.04M	Hold	10,490	–	–	0.02%	539
2024 Q4	$1.04M	Sell	10,490 -52,567	-83%	-$5.44M	0.02%	537
2024 Q3	$6.89M	Sell	63,057 -5,022	-7%	-$538K	0.17%	118
2024 Q2	$6.99M	Buy	68,079 +2,102	+3%	+$214K	0.19%	95
2024 Q1	$6.93M	Buy	65,977 +4,601	+7%	+$482K	0.22%	90
2023 Q4	$6.64M	Buy	+61,376	New	+$6.14M	0.25%	82

Other funds holding TLH

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Principal Securities's TLH Position: Q2 2026 in Review

Principal Securities increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 6.3% in Q2 2026, buying an estimated $408K and bringing the position to 69,375 shares worth $6.96M. The position accounts for 0.08% of the portfolio, ranked #215.

Principal Securities first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.99M in Q2 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Principal Securities held 69,375 shares of iShares 10-20 Year Treasury Bond ETF worth $6.96M as of Q2 2026.
Principal Securities bought 4,085 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $408K.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of Principal Securities's portfolio in Q2 2026, its #215 holding.
Principal Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $6.99M in Q2 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.