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 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

Royal Fund Management's TLH Position: Q2 2026 in Review

Royal Fund Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.5% in Q2 2026, buying an estimated $111K and bringing the position to 76,608 shares worth $7.69M. The position accounts for 0.64% of the portfolio, ranked #52.

Royal Fund Management first reported a position in TLH in Q1 2024 and has held it in 10 quarters since. 145 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Royal Fund Management held 76,608 shares of iShares 10-20 Year Treasury Bond ETF worth $7.69M as of Q2 2026.
Royal Fund Management bought 1,110 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $111K.
iShares 10-20 Year Treasury Bond ETF made up 0.64% of Royal Fund Management's portfolio in Q2 2026, its #52 holding.
Royal Fund Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2024 and has held it in 10 quarters since.
145 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.