TCTC Holdings’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TCTC Holdings’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	–	Sell	-1,397	Closed	-$142K	–	553
2025 Q4	$142K	Hold	1,397	–	–	﹤0.01%	246
2025 Q3	$144K	Hold	1,397	–	–	﹤0.01%	230
2025 Q2	$142K	Hold	1,397	–	–	﹤0.01%	234
2025 Q1	$145K	Hold	1,397	–	–	0.01%	225
2024 Q4	$139K	Hold	1,397	–	–	0.01%	231
2024 Q3	$153K	Hold	1,397	–	–	0.01%	221
2024 Q2	$143K	Hold	1,397	–	–	﹤0.01%	230
2024 Q1	$147K	Hold	1,397	–	–	﹤0.01%	218
2023 Q4	$151K	Buy	+1,397	New	+$140K	0.01%	205

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

TCTC Holdings's TLH Position: Q1 2026 in Review

TCTC Holdings sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 1,397 shares — an estimated $142K sold.

TCTC Holdings first reported a position in TLH in Q4 2023 and held it in 9 quarters. The position peaked at $153K in Q3 2024. 634 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

TCTC Holdings reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 1,397 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $142K.
TCTC Holdings first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and held it in 9 quarters.
TCTC Holdings's iShares 10-20 Year Treasury Bond ETF position peaked at $153K in Q3 2024.
634 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.