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Regatta Capital Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Regatta Capital Group’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 		$670K Sell
6,676
-515
-7% -$51.5K 0.09% 122
2026
Q1 		$724K Sell
7,191
-1,306
-15% -$133K 0.11% 111
2025
Q4 		$864K Sell
8,497
-832
-9% -$85.8K 0.13% 103
2025
Q3 		$961K Sell
9,329
-1,488
-14% -$151K 0.15% 92
2025
Q2 		$1.1M Sell
10,817
-471
-4% -$47.3K 0.19% 80
2025
Q1 		$1.17M Sell
11,288
-1,900
-14% -$193K 0.23% 73
2024
Q4 		$1.31M Sell
13,188
-161,221
-92% -$16.7M 0.25% 63
2024
Q3 		$19.1M Buy
174,409
+10,974
+7% +$1.18M 3.7% 5
2024
Q2 		$16.8M Buy
163,435
+9,503
+6% +$967K 3.62% 5
2024
Q1 		$16.2M Buy
153,932
+90,829
+144% +$9.51M 3.64% 5
2023
Q4 		$6.83M Buy
+63,103
New +$6.32M 1.8% 17

Other funds holding TLH

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Regatta Capital Group's TLH Position: Q2 2026 in Review

Regatta Capital Group reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.2% in Q2 2026, selling an estimated $51.5K and leaving 6,676 shares worth $670K. The position accounts for 0.09% of the portfolio, ranked #122.

Regatta Capital Group first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.1M in Q3 2024. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Regatta Capital Group held 6,676 shares of iShares 10-20 Year Treasury Bond ETF worth $670K as of Q2 2026.
  • Regatta Capital Group sold 515 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.5K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.09% of Regatta Capital Group's portfolio in Q2 2026, its #122 holding.
  • Regatta Capital Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Regatta Capital Group's iShares 10-20 Year Treasury Bond ETF position peaked at $19.1M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.