Summit Financial’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
$392K Sell
3,906
-1,046
-21% -$105K ﹤0.01% 1195
2026
Q1
$499K Buy
4,952
+1,794
+57% +$183K 0.01% 997
2025
Q4
$321K Sell
3,158
-106
-3% -$10.9K ﹤0.01% 1057
2025
Q3
$336K Buy
3,264
+66
+2% +$6.68K 0.01% 1025
2025
Q2
$325K Buy
3,198
+437
+16% +$43.9K 0.01% 661
2025
Q1
$286K Buy
+2,761
New +$280K 0.01% 620

Other funds holding TLH

Summit Financial's TLH Position: Q2 2026 in Review

Summit Financial reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 21% in Q2 2026, selling an estimated $105K and leaving 3,906 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Summit Financial first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $499K in Q1 2026. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Summit Financial held 3,906 shares of iShares 10-20 Year Treasury Bond ETF worth $392K as of Q2 2026.
  • Summit Financial sold 1,046 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $105K.
  • iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1195 holding.
  • Summit Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Summit Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $499K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.