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

Strategic Investment Solutions’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	$1.04M	Sell	10,341 -3,362	-25%	-$336K	0.24%	72
2026 Q1	$1.38M	Sell	13,703 -706	-5%	-$72.1K	0.33%	55
2025 Q4	$1.47M	Sell	14,409 -7,294	-34%	-$753K	0.35%	52
2025 Q3	$2.24M	Sell	21,703 -3,940	-15%	-$399K	0.59%	42
2025 Q2	$2.61M	Sell	25,643 -15,880	-38%	-$1.59M	0.79%	29
2025 Q1	$4.3M	Buy	41,523 +31,261	+305%	+$3.17M	1.25%	21
2024 Q4	$1.04M	Sell	10,262 -38,611	-79%	-$4M	0.35%	49
2024 Q3	$5.34M	Buy	48,873 +1,438	+3%	+$154K	1.6%	17
2024 Q2	$5.02M	Buy	+47,435	New	+$4.83M	1.62%	16
2023 Q4	$169K	Buy	+1,560	New	+$156K	0.03%	225

Other funds holding TLH

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

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

Strategic Investment Solutions reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 25% in Q2 2026, selling an estimated $336K and leaving 10,341 shares worth $1.04M. The position accounts for 0.24% of the portfolio, ranked #72.

Strategic Investment Solutions first reported a position in TLH in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.34M in Q3 2024. 154 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Strategic Investment Solutions held 10,341 shares of iShares 10-20 Year Treasury Bond ETF worth $1.04M as of Q2 2026.
Strategic Investment Solutions sold 3,362 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $336K.
iShares 10-20 Year Treasury Bond ETF made up 0.24% of Strategic Investment Solutions's portfolio in Q2 2026, its #72 holding.
Strategic Investment Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 10 quarters since.
Strategic Investment Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $5.34M in Q3 2024.
154 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.