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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Strategic Investment Advisors's TLH Position: Q1 2026 in Review

Strategic Investment Advisors increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q1 2026, buying an estimated $183K and bringing the position to 14,410 shares worth $1.45M. The position accounts for 0.1% of the portfolio, ranked #103.

Strategic Investment Advisors first reported a position in TLH in Q2 2020 and has held it in 11 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Strategic Investment Advisors held 14,410 shares of iShares 10-20 Year Treasury Bond ETF worth $1.45M as of Q1 2026.
Strategic Investment Advisors bought 1,790 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $183K.
iShares 10-20 Year Treasury Bond ETF made up 0.1% of Strategic Investment Advisors's portfolio in Q1 2026, its #103 holding.
Strategic Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2020 and has held it in 11 quarters since.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.