Sunbelt Securities’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Sunbelt Securities’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	$13.5K	Sell	134 -10,768	-99%	-$1.1M	﹤0.01%	1416
2025 Q4	$1.11M	Buy	10,902 +1,630	+18%	+$168K	0.07%	219
2025 Q3	$955K	Buy	+9,272	New	+$938K	0.07%	244
2024 Q2	–	Sell	-2,563	Closed	-$269K	–	1814
2024 Q1	$269K	Sell	2,563 -52	-2%	-$5.45K	0.03%	463
2023 Q4	$283K	Sell	2,615 -150	-5%	-$15K	0.04%	418
2023 Q3	$272K	Sell	2,765 -36	-1%	-$3.78K	0.04%	424
2023 Q2	$310K	Buy	+2,801	New	+$314K	0.04%	381

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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

Sunbelt Securities's TLH Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 99% in Q1 2026, selling an estimated $1.1M and leaving 134 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Sunbelt Securities first reported a position in TLH in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Sunbelt Securities held 134 shares of iShares 10-20 Year Treasury Bond ETF worth $13.5K as of Q1 2026.
Sunbelt Securities sold 10,768 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.1M.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1416 holding.
Sunbelt Securities first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2023 and has held it in 7 quarters since.
Sunbelt Securities's iShares 10-20 Year Treasury Bond ETF position peaked at $1.11M in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.