Systelligence LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Systelligence LLC’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 Q2	$3.46M	Sell	34,459 -35,762	-51%	-$3.57M	0.58%	46
2026 Q1	$7.07M	Buy	70,221 +8,481	+14%	+$866K	1.38%	32
2025 Q4	$6.28M	Sell	61,740 -20,873	-25%	-$2.15M	1.2%	34
2025 Q3	$8.51M	Buy	82,613 +5,645	+7%	+$571K	1.61%	28
2025 Q2	$7.82M	Buy	76,968 +181	+0.2%	+$18.2K	1.45%	34
2025 Q1	$7.97M	Sell	76,787 -14,292	-16%	-$1.45M	1.91%	25
2024 Q4	$9.07M	Sell	91,079 -11,867	-12%	-$1.23M	2.24%	22
2024 Q3	$11.3M	Buy	+102,946	New	+$11M	2.79%	20

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Systelligence LLC's TLH Position: Q2 2026 in Review

Systelligence LLC reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 51% in Q2 2026, selling an estimated $3.57M and leaving 34,459 shares worth $3.46M. The position accounts for 0.58% of the portfolio, ranked #46.

Systelligence LLC first reported a position in TLH in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.3M in Q3 2024. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Systelligence LLC held 34,459 shares of iShares 10-20 Year Treasury Bond ETF worth $3.46M as of Q2 2026.
Systelligence LLC sold 35,762 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.57M.
iShares 10-20 Year Treasury Bond ETF made up 0.58% of Systelligence LLC's portfolio in Q2 2026, its #46 holding.
Systelligence LLC first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2024 and has held it in 8 quarters since.
Systelligence LLC's iShares 10-20 Year Treasury Bond ETF position peaked at $11.3M in Q3 2024.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.