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Sowell Financial Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sowell Financial Services’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 		– Sell
-2,257
Closed -$227K – 1221
2026
Q1 		$227K Sell
2,257
-527
-19% -$53.8K 0.01% 964
2025
Q4 		$283K Sell
2,784
-55
-2% -$5.67K 0.01% 855
2025
Q3 		$292K Buy
2,839
+218
+8% +$22.1K 0.01% 819
2025
Q2 		$266K Buy
2,621
+308
+13% +$30.9K 0.01% 844
2025
Q1 		$240K Buy
+2,313
New +$234K 0.01% 859
2023
Q2 		– Sell
-4,318
Closed -$495K – 804
2023
Q1 		$495K Buy
+4,318
New +$486K 0.04% 433
2021
Q2 		– Sell
-192
Closed -$28K – 2504
2021
Q1 		$28K Sell
192
-12
-6% -$1.78K ﹤0.01% 1907
2020
Q4 		$33K Buy
204
+164
+410% +$26.5K ﹤0.01% 1548
2020
Q3 		$7K Hold
40
– – ﹤0.01% 1914
2020
Q2 		$7K Sell
40
-928
-96% -$155K ﹤0.01% 1812
2020
Q1 		$162K Buy
968
+846
+693% +$131K 0.01% 706
2019
Q4 		$18K Buy
+122
New +$17.9K ﹤0.01% 1480

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

Sowell Financial Services's TLH Position: Q2 2026 in Review

Sowell Financial Services sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 2,257 shares — an estimated $227K sold.

Sowell Financial Services first reported a position in TLH in Q4 2019 and held it in 12 quarters. The position peaked at $495K in Q1 2023. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Sowell Financial Services reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Sowell Financial Services sold 2,257 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $227K.
  • Sowell Financial Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2019 and held it in 12 quarters.
  • Sowell Financial Services's iShares 10-20 Year Treasury Bond ETF position peaked at $495K in Q1 2023.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.