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

Realta 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	–	Sell	-54	Closed	-$5.44K	–	410
2026 Q1	$5.44K	Hold	54	–	–	﹤0.01%	326
2025 Q4	$5.49K	Hold	54	–	–	﹤0.01%	310
2025 Q3	$5.56K	Buy	+54	New	+$5.46K	﹤0.01%	294
2024 Q3	–	Sell	-100	Closed	-$10.3K	–	733
2024 Q2	$10.3K	Hold	100	–	–	﹤0.01%	674
2024 Q1	$10.5K	Buy	+100	New	+$10.5K	﹤0.01%	694
2023 Q4	–	Sell	-58	Closed	-$6.42K	–	767
2023 Q3	$6.42K	Hold	58	–	–	﹤0.01%	702
2023 Q2	$6.42K	Buy	+58	New	+$6.5K	﹤0.01%	755
2023 Q1	–	Sell	-26	Closed	-$2.82K	–	790
2022 Q4	$2.82K	Buy	+26	New	+$2.82K	﹤0.01%	803
2019 Q3	–	Sell	-250	Closed	-$36K	–	1791
2019 Q2	$36K	Buy	+250	New	+$34.6K	0.01%	757

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

Realta Investment Advisors's TLH Position: Q2 2026 in Review

Realta Investment Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 54 shares — an estimated $5.44K sold.

Realta Investment Advisors first reported a position in TLH in Q2 2019 and held it in 9 quarters. The position peaked at $36K in Q2 2019. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Realta Investment Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Realta Investment Advisors sold 54 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.44K.
Realta Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2019 and held it in 9 quarters.
Realta Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $36K in Q2 2019.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

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