SAI
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Savvy Advisors Inc’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Savvy Advisors Inc’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 		$20.9M Buy
207,915
+5,345
+3% +$534K 0.44% 46
2026
Q1 		$20.4M Sell
202,570
-58,367
-22% -$5.96M 0.54% 37
2025
Q4 		$26.5M Buy
260,937
+99,058
+61% +$10.2M 0.86% 20
2025
Q3 		$16.7M Buy
161,879
+56,128
+53% +$5.68M 0.77% 23
2025
Q2 		$10.7M Buy
105,751
+29,253
+38% +$2.94M 0.72% 28
2025
Q1 		$7.94M Buy
76,498
+58,469
+324% +$5.93M 0.8% 21
2024
Q4 		$1.79M Buy
18,029
+9,120
+102% +$944K 0.22% 80
2024
Q3 		$974K Buy
8,909
+6,306
+242% +$676K 0.2% 107
2024
Q2 		$267K Buy
+2,603
New +$265K 0.09% 229

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

Savvy Advisors Inc's TLH Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.6% in Q2 2026, buying an estimated $534K and bringing the position to 207,915 shares worth $20.9M. The position accounts for 0.44% of the portfolio, ranked #46.

Savvy Advisors Inc first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.5M in Q4 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Savvy Advisors Inc held 207,915 shares of iShares 10-20 Year Treasury Bond ETF worth $20.9M as of Q2 2026.
  • Savvy Advisors Inc bought 5,345 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $534K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.44% of Savvy Advisors Inc's portfolio in Q2 2026, its #46 holding.
  • Savvy Advisors Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's iShares 10-20 Year Treasury Bond ETF position peaked at $26.5M in Q4 2025.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.