Richmond Investment Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Richmond Investment Services’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	$652K	Sell	6,495 -21,511	-77%	-$2.15M	0.21%	65
2026 Q1	$2.82M	Buy	28,006 +12,477	+80%	+$1.27M	0.46%	37
2025 Q4	$1.58M	Buy	15,529 +7,179	+86%	+$741K	0.27%	60
2025 Q3	$860K	Buy	8,350 +3,606	+76%	+$365K	0.16%	86
2025 Q2	$482K	Buy	+4,744	New	+$476K	0.1%	127

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

Richmond Investment Services's TLH Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 77% in Q2 2026, selling an estimated $2.15M and leaving 6,495 shares worth $652K. The position accounts for 0.21% of the portfolio, ranked #65.

Richmond Investment Services first reported a position in TLH in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Richmond Investment Services held 6,495 shares of iShares 10-20 Year Treasury Bond ETF worth $652K as of Q2 2026.
Richmond Investment Services sold 21,511 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.15M.
iShares 10-20 Year Treasury Bond ETF made up 0.21% of Richmond Investment Services's portfolio in Q2 2026, its #65 holding.
Richmond Investment Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and has held it in 5 quarters since.
Richmond Investment Services's iShares 10-20 Year Treasury Bond ETF position peaked at $2.82M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.