SWP Financial’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
SWP Financial's TLH Position: Q2 2026 in Review
SWP Financial increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.6% in Q2 2026, buying an estimated $229K and bringing the position to 32,388 shares worth $3.25M. The position accounts for 1.5% of the portfolio, ranked #19.
SWP Financial first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.3M in Q3 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- SWP Financial held 32,388 shares of iShares 10-20 Year Treasury Bond ETF worth $3.25M as of Q2 2026.
- SWP Financial bought 2,294 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $229K.
- iShares 10-20 Year Treasury Bond ETF made up 1.5% of SWP Financial's portfolio in Q2 2026, its #19 holding.
- SWP Financial first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
- SWP Financial's iShares 10-20 Year Treasury Bond ETF position peaked at $5.3M in Q3 2025.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.