Strathmore Capital Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Strathmore Capital 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 Q3	–	Sell	-3,210	Closed	-$314K	–	146
2026 Q2	$314K	Sell	3,210 -333	-9%	-$33.3K	0.08%	109
2026 Q1	$358K	Buy	3,543 +716	+25%	+$73.1K	0.1%	100
2025 Q4	$287K	Hold	2,827	–	–	0.09%	100
2025 Q3	$291K	Hold	2,827	–	–	0.12%	91
2025 Q2	$284K	Buy	+2,827	New	+$284K	0.13%	92

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Strathmore Capital Advisors's TLH Position: Q3 2026 in Review

Strathmore Capital Advisors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q3 2026, closing a stake of 3,210 shares — an estimated $314K sold.

Strathmore Capital Advisors first reported a position in TLH in Q2 2025 and held it in 5 quarters. The position peaked at $358K in Q1 2026. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Strathmore Capital Advisors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q3 2026 after selling out during the quarter.
Strathmore Capital Advisors sold 3,210 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $314K.
Strathmore Capital Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2025 and held it in 5 quarters.
Strathmore Capital Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $358K in Q1 2026.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Strathmore Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.