SHJ
TLH icon

Sharkey, Howes & Javer’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sharkey, Howes & Javer’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 		$10M Sell
100,084
-41,044
-29% -$4.1M 1.21% 21
2026
Q1 		$14.2M Sell
141,128
-5,453
-4% -$557K 1.91% 18
2025
Q4 		$14.9M Sell
146,581
-12,396
-8% -$1.28M 1.89% 18
2025
Q3 		$16.4M Buy
158,977
+19,255
+14% +$1.95M 2.1% 16
2025
Q2 		$14.2M Buy
139,722
+41,193
+42% +$4.13M 1.9% 16
2025
Q1 		$10.2M Buy
+98,529
New +$9.99M 1.46% 15
2023
Q3 		– Sell
-38,227
Closed -$4.23M – 117
2023
Q2 		$4.23M Buy
38,227
+3,389
+10% +$380K 0.8% 25
2023
Q1 		$3.99M Sell
34,838
-7,133
-17% -$802K 0.86% 25
2022
Q4 		$4.54M Buy
41,971
+2,465
+6% +$267K 1.04% 21
2022
Q3 		$4.3M Buy
39,506
+3,326
+9% +$394K 0.94% 26
2022
Q2 		$4.35M Buy
36,180
+5,274
+17% +$647K 1.05% 20
2022
Q1 		$4.16M Buy
30,906
+28,599
+1,240% +$4.01M 0.95% 23
2021
Q4 		$342K Buy
2,307
+281
+14% +$41.6K 0.08% 65
2021
Q3 		$298K Buy
+2,026
New +$305K 0.08% 67

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

Sharkey, Howes & Javer's TLH Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 29% in Q2 2026, selling an estimated $4.1M and leaving 100,084 shares worth $10M. The position accounts for 1.21% of the portfolio, ranked #21.

Sharkey, Howes & Javer first reported a position in TLH in Q3 2021 and has held it in 14 quarters since. The position peaked at $16.4M in Q3 2025. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Sharkey, Howes & Javer held 100,084 shares of iShares 10-20 Year Treasury Bond ETF worth $10M as of Q2 2026.
  • Sharkey, Howes & Javer sold 41,044 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.1M.
  • iShares 10-20 Year Treasury Bond ETF made up 1.21% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #21 holding.
  • Sharkey, Howes & Javer first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 14 quarters since.
  • Sharkey, Howes & Javer's iShares 10-20 Year Treasury Bond ETF position peaked at $16.4M in Q3 2025.
  • 611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.