Summit Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$17.8M Buy
177,429
+3,716
+2% +$371K 2.28% 17
2026
Q1
$17.5M Buy
173,713
+12,260
+8% +$1.25M 2.43% 17
2025
Q4
$16.4M Buy
+161,453
New +$16.7M 2.32% 17

Other funds holding TLH

Summit Asset Management's TLH Position: Q2 2026 in Review

Summit Asset Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.1% in Q2 2026, buying an estimated $371K and bringing the position to 177,429 shares worth $17.8M. The position accounts for 2.28% of the portfolio, ranked #17.

Summit Asset Management first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Summit Asset Management held 177,429 shares of iShares 10-20 Year Treasury Bond ETF worth $17.8M as of Q2 2026.
  • Summit Asset Management bought 3,716 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $371K.
  • iShares 10-20 Year Treasury Bond ETF made up 2.28% of Summit Asset Management's portfolio in Q2 2026, its #17 holding.
  • Summit Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.