Synergy 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
Q1
Sell
-2,566
Closed -$261K 306
2025
Q4
$261K Buy
+2,566
New +$265K 0.03% 197
2023
Q2
Sell
-69,166
Closed -$7.92M 128
2023
Q1
$7.92M Buy
+69,166
New +$7.78M 1.9% 14

Other funds holding TLH

Synergy Asset Management's TLH Position: Q1 2026 in Review

Synergy Asset Management sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 2,566 shares — an estimated $261K sold.

Synergy Asset Management first reported a position in TLH in Q1 2023 and held it in 2 quarters. The position peaked at $7.92M in Q1 2023. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

  • Synergy Asset Management reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Synergy Asset Management sold 2,566 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $261K.
  • Synergy Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and held it in 2 quarters.
  • Synergy Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $7.92M in Q1 2023.
  • 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Synergy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.