SFC
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Strategic Financial Concepts’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Strategic Financial Concepts’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 		$1.19M Sell
11,882
-56,290
-83% -$5.62M 0.35% 71
2026
Q1 		$6.87M Buy
68,172
+37,551
+123% +$3.83M 1.69% 12
2025
Q4 		$3.11M Buy
+30,621
New +$3.16M 2.85% 6

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

Strategic Financial Concepts's TLH Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 83% in Q2 2026, selling an estimated $5.62M and leaving 11,882 shares worth $1.19M. The position accounts for 0.35% of the portfolio, ranked #71.

Strategic Financial Concepts first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.87M in Q1 2026. 612 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Strategic Financial Concepts held 11,882 shares of iShares 10-20 Year Treasury Bond ETF worth $1.19M as of Q2 2026.
  • Strategic Financial Concepts sold 56,290 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $5.62M.
  • iShares 10-20 Year Treasury Bond ETF made up 0.35% of Strategic Financial Concepts's portfolio in Q2 2026, its #71 holding.
  • Strategic Financial Concepts first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Strategic Financial Concepts's iShares 10-20 Year Treasury Bond ETF position peaked at $6.87M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.