Strategic Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Strategic Investment Advisors’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	$1.39M	Sell	13,880 -530	-4%	-$53K	0.08%	109
2026 Q1	$1.45M	Buy	14,410 +1,790	+14%	+$183K	0.1%	103
2025 Q4	$1.28M	Buy	12,620 +12,183	+2,788%	+$1.26M	0.11%	86
2025 Q3	$1.3M	Sell	437 -12,038	-96%	-$1.22M	0.12%	87
2025 Q2	$1.27M	Sell	12,475 -710	-5%	-$71.3K	0.12%	83
2025 Q1	$1.37M	Buy	13,185 +469	+4%	+$47.5K	0.15%	82
2024 Q4	$1.27M	Buy	12,716 +1,462	+13%	+$151K	0.13%	90
2024 Q3	$1.23M	Buy	11,254 +4,909	+77%	+$526K	0.13%	94
2024 Q2	$652K	Buy	6,345 +1,361	+27%	+$139K	0.08%	150
2024 Q1	$523K	Buy	+4,984	New	+$522K	0.07%	171
2020 Q4	–	Sell	-1,383	Closed	-$231K	–	211
2020 Q3	$231K	Sell	1,383 -223	-14%	-$37.5K	0.08%	165
2020 Q2	$269K	Buy	+1,606	New	+$268K	0.1%	141

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Strategic Investment Advisors's TLH Position: Q2 2026 in Review

Strategic Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.7% in Q2 2026, selling an estimated $53K and leaving 13,880 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #109.

Strategic Investment Advisors first reported a position in TLH in Q2 2020 and has held it in 12 quarters since. The position peaked at $1.45M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Strategic Investment Advisors held 13,880 shares of iShares 10-20 Year Treasury Bond ETF worth $1.39M as of Q2 2026.
Strategic Investment Advisors sold 530 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $53K.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of Strategic Investment Advisors's portfolio in Q2 2026, its #109 holding.
Strategic Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and has held it in 12 quarters since.
Strategic Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $1.45M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.