Raymond James Financial’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Raymond James Financial’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	$91M	Buy	903,192 +62,620	+7%	+$6.39M	0.03%	551
2025 Q4	$85.5M	Sell	840,572 -36,660	-4%	-$3.78M	0.03%	571
2025 Q3	$90.3M	Sell	877,232 -25,910	-3%	-$2.62M	0.03%	536
2025 Q2	$91.8M	Buy	903,142 +14,408	+2%	+$1.45M	0.03%	509
2025 Q1	$92.2M	Buy	888,734 +245,236	+38%	+$24.9M	0.03%	464
2024 Q4	$64.1M	Buy	+643,498	New	+$66.6M	0.02%	608

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

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

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

BlackRock New York $6.73T AUM 46.02% 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 $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial's TLH Position: Q1 2026 in Review

Raymond James Financial increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.4% in Q1 2026, buying an estimated $6.39M and bringing the position to 903,192 shares worth $91M. The position accounts for 0.03% of the portfolio, ranked #551.

Raymond James Financial first reported a position in TLH in Q4 2024 and has held it in 6 quarters since. The position peaked at $92.2M in Q1 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Raymond James Financial held 903,192 shares of iShares 10-20 Year Treasury Bond ETF worth $91M as of Q1 2026.
Raymond James Financial bought 62,620 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.39M.
iShares 10-20 Year Treasury Bond ETF made up 0.03% of Raymond James Financial's portfolio in Q1 2026, its #551 holding.
Raymond James Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $92.2M in Q1 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.