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

Regal 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	$6.39M	Sell	63,662 -19,085	-23%	-$1.91M	0.33%	76
2026 Q1	$8.33M	Sell	82,747 -12,433	-13%	-$1.27M	0.48%	51
2025 Q4	$9.68M	Buy	95,180 +8,720	+10%	+$900K	0.58%	33
2025 Q3	$8.9M	Buy	86,460 +13,560	+19%	+$1.37M	0.58%	39
2025 Q2	$7.41M	Buy	72,900 +15,686	+27%	+$1.57M	0.56%	46
2025 Q1	$5.94M	Buy	57,214 +21,907	+62%	+$2.22M	0.48%	54
2024 Q4	$3.51M	Sell	35,307 -9,912	-22%	-$1.03M	0.26%	107
2024 Q3	$4.94M	Buy	45,219 +32,512	+256%	+$3.48M	0.35%	88
2024 Q2	$1.3M	Buy	12,707 +100	+0.8%	+$10.2K	0.09%	219
2024 Q1	$1.32M	Buy	12,607 +9,398	+293%	+$984K	0.09%	214
2023 Q4	$347K	Buy	+3,209	New	+$321K	0.03%	393
2023 Q3	–	Sell	-15,210	Closed	-$1.68M	–	536
2023 Q2	$1.68M	Buy	15,210 +2,839	+23%	+$318K	0.14%	159
2023 Q1	$1.42M	Buy	12,371 +1,635	+15%	+$184K	0.13%	168
2022 Q4	$1.16M	Buy	10,736 +601	+6%	+$65.1K	0.11%	176
2022 Q3	$1.1M	Buy	10,135 +2,903	+40%	+$344K	0.12%	169
2022 Q2	$869K	Buy	7,232 +1,448	+25%	+$178K	0.09%	209
2022 Q1	$778K	Buy	5,784 +3,210	+125%	+$450K	0.07%	250
2021 Q4	$382K	Buy	2,574 +198	+8%	+$29.3K	0.03%	378
2021 Q3	$349K	Buy	+2,376	New	+$358K	0.03%	391

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

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

Regal Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 23% in Q2 2026, selling an estimated $1.91M and leaving 63,662 shares worth $6.39M. The position accounts for 0.33% of the portfolio, ranked #76.

Regal Investment Advisors first reported a position in TLH in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.68M in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Regal Investment Advisors held 63,662 shares of iShares 10-20 Year Treasury Bond ETF worth $6.39M as of Q2 2026.
Regal Investment Advisors sold 19,085 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $1.91M.
iShares 10-20 Year Treasury Bond ETF made up 0.33% of Regal Investment Advisors's portfolio in Q2 2026, its #76 holding.
Regal Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 19 quarters since.
Regal Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $9.68M in Q4 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.