Sigma Planning Corp’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.07M Sell
10,626
-6,360
-37% -$635K 0.03% 573
2026
Q1
$1.71M Sell
16,986
-294
-2% -$30K 0.05% 376
2025
Q4
$1.76M Sell
17,280
-4,456
-21% -$460K 0.05% 358
2025
Q3
$2.24M Buy
21,736
+615
+3% +$62.2K 0.06% 296
2025
Q2
$2.15M Buy
21,121
+1,720
+9% +$173K 0.06% 289
2025
Q1
$2.01M Buy
19,401
+5,201
+37% +$527K 0.06% 281
2024
Q4
$1.41M Sell
14,200
-453
-3% -$46.9K 0.04% 374
2024
Q3
$1.6M Buy
14,653
+6,157
+72% +$660K 0.05% 355
2024
Q2
$873K Buy
8,496
+2,706
+47% +$275K 0.03% 520
2024
Q1
$608K Buy
+5,790
New +$606K 0.02% 680
2023
Q4
Sell
-11,899
Closed -$1.17M 1149
2023
Q3
$1.17M Buy
11,899
+3,755
+46% +$394K 0.04% 408
2023
Q2
$902K Sell
8,144
-4,536
-36% -$509K 0.03% 499
2023
Q1
$1.45M Buy
12,680
+5,778
+84% +$650K 0.05% 381
2022
Q4
$747K Buy
6,902
+838
+14% +$90.8K 0.03% 598
2022
Q3
$661K Buy
6,064
+1,778
+41% +$210K 0.03% 619
2022
Q2
$515K Sell
4,286
-944
-18% -$116K 0.02% 738
2022
Q1
$704K Buy
5,230
+3,608
+222% +$505K 0.02% 689
2021
Q4
$241K Buy
+1,622
New +$240K 0.01% 1193
2019
Q4
Sell
-5,785
Closed -$865K 1105
2019
Q3
$865K Buy
+5,785
New +$851K 0.04% 414

Other funds holding TLH

Sigma Planning Corp's TLH Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 37% in Q2 2026, selling an estimated $635K and leaving 10,626 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #573.

Sigma Planning Corp first reported a position in TLH in Q3 2019 and has held it in 19 quarters since. The position peaked at $2.24M in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Sigma Planning Corp held 10,626 shares of iShares 10-20 Year Treasury Bond ETF worth $1.07M as of Q2 2026.
  • Sigma Planning Corp sold 6,360 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $635K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.03% of Sigma Planning Corp's portfolio in Q2 2026, its #573 holding.
  • Sigma Planning Corp first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2019 and has held it in 19 quarters since.
  • Sigma Planning Corp's iShares 10-20 Year Treasury Bond ETF position peaked at $2.24M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.