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

Prosperity Capital 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	$12.4M	Buy	123,653 +9,412	+8%	+$940K	0.61%	32
2026 Q1	$11.5M	Buy	114,241 +11,275	+11%	+$1.15M	0.66%	33
2025 Q4	$10.5M	Sell	102,966 -12,570	-11%	-$1.3M	0.63%	35
2025 Q3	$11.9M	Buy	115,536 +13,468	+13%	+$1.36M	0.69%	29
2025 Q2	$10.4M	Buy	102,068 +25,732	+34%	+$2.58M	0.68%	33
2025 Q1	$7.94M	Buy	+76,336	New	+$7.74M	0.63%	35
2024 Q4	–	Sell	-2,080	Closed	-$227K	–	365
2024 Q3	$227K	Buy	+2,080	New	+$223K	0.02%	312
2024 Q1	–	Sell	-2,113	Closed	-$229K	–	333
2023 Q4	$229K	Buy	+2,113	New	+$212K	0.02%	239
2023 Q3	–	Sell	-32,428	Closed	-$3.59M	–	253
2023 Q2	$3.59M	Buy	32,428 +3,960	+14%	+$444K	0.5%	31
2023 Q1	$3.26M	Buy	28,468 +17,364	+156%	+$1.95M	0.5%	37
2022 Q4	$1.2M	Buy	+11,104	New	+$1.2M	0.37%	53

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

Prosperity Capital Advisors's TLH Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 8.2% in Q2 2026, buying an estimated $940K and bringing the position to 123,653 shares worth $12.4M. The position accounts for 0.61% of the portfolio, ranked #32.

Prosperity Capital Advisors first reported a position in TLH in Q4 2022 and has held it in 11 quarters since. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Prosperity Capital Advisors held 123,653 shares of iShares 10-20 Year Treasury Bond ETF worth $12.4M as of Q2 2026.
Prosperity Capital Advisors bought 9,412 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $940K.
iShares 10-20 Year Treasury Bond ETF made up 0.61% of Prosperity Capital Advisors's portfolio in Q2 2026, its #32 holding.
Prosperity Capital Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.