Royal Fund Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Royal Fund Management’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 Q3	$7.3M	Buy	79,194 +2,586	+3%	+$250K	0.58%	58
2026 Q2	$7.69M	Buy	76,608 +1,110	+1%	+$111K	0.64%	52
2026 Q1	$7.6M	Buy	75,498 +58,359	+341%	+$5.96M	0.72%	39
2025 Q4	$1.74M	Buy	17,139 +9,557	+126%	+$986K	0.16%	139
2025 Q3	$781K	Sell	7,582 -36,068	-83%	-$3.65M	0.09%	169
2025 Q2	$4.44M	Buy	43,650 +31,826	+269%	+$3.19M	0.44%	77
2025 Q1	$1.23M	Sell	11,824 -17,079	-59%	-$1.73M	0.14%	177
2024 Q4	$2.88M	Sell	28,903 -35,219	-55%	-$3.64M	0.27%	113
2024 Q3	$7.01M	Buy	64,122 +17,339	+37%	+$1.86M	0.42%	61
2024 Q2	$4.81M	Buy	46,783 +44,214	+1,721%	+$4.5M	0.39%	52
2024 Q1	$270K	Buy	+2,569	New	+$269K	0.03%	272

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Royal Fund Management's TLH Position: Q3 2026 in Review

Royal Fund Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.4% in Q3 2026, buying an estimated $250K and bringing the position to 79,194 shares worth $7.3M. The position accounts for 0.58% of the portfolio, ranked #58.

Royal Fund Management first reported a position in TLH in Q1 2024 and has held it in 11 quarters since. The position peaked at $7.69M in Q2 2026. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Royal Fund Management held 79,194 shares of iShares 10-20 Year Treasury Bond ETF worth $7.3M as of Q3 2026.
Royal Fund Management bought 2,586 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $250K.
iShares 10-20 Year Treasury Bond ETF made up 0.58% of Royal Fund Management's portfolio in Q3 2026, its #58 holding.
Royal Fund Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 11 quarters since.
Royal Fund Management's iShares 10-20 Year Treasury Bond ETF position peaked at $7.69M in Q2 2026.
184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Royal Fund Management's 13F filing for Q3 2026, filed 22 Oct 2026.