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

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
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
PIA
Polaris Investment Advisors Framingham, Massachusetts $156M AUM
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return