Transamerica Financial Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Transamerica Financial Advisors’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	$966K	Sell	9,627 -559	-5%	-$55.9K	0.08%	211
2026 Q1	$1.03M	Buy	10,186 +647	+7%	+$66.1K	0.09%	205
2025 Q4	$970K	Buy	9,539 +4,967	+109%	+$512K	0.08%	204
2025 Q3	$471K	Buy	4,572 +4,566	+76,100%	+$462K	0.04%	239
2025 Q2	$563	Hold	6	–	–	﹤0.01%	430
2025 Q1	$1K	Hold	6	–	–	﹤0.01%	552
2024 Q4	$1K	Sell	6 -5	-45%	-$517	﹤0.01%	548
2024 Q3	$2K	Sell	11 -177	-94%	-$19K	﹤0.01%	414
2024 Q2	$20K	Hold	188	–	–	﹤0.01%	299
2024 Q1	$20K	Sell	188 -4	-2%	-$419	﹤0.01%	330
2023 Q4	$21K	Sell	192 -13,436	-99%	-$1.34M	﹤0.01%	310
2023 Q3	$1.34M	Buy	13,628 +103	+0.8%	+$10.8K	0.18%	101
2023 Q2	$1.5M	Sell	13,525 -138	-1%	-$15.5K	0.19%	95
2023 Q1	$1.56M	Buy	13,663 +126	+0.9%	+$14.2K	0.21%	87
2022 Q4	$1.47M	Buy	+13,537	New	+$1.47M	0.21%	89
2019 Q3	–	Sell	-9,714	Closed	-$1.39M	–	478
2019 Q2	$1.39M	Buy	+9,714	New	+$1.34M	0.3%	77
2018 Q4	–	Sell	-14,337	Closed	-$1.84M	–	532
2018 Q3	$1.84M	Buy	+14,337	New	+$1.87M	0.39%	65
2018 Q2	–	Sell	-1	Closed	-$1K	–	534
2018 Q1	$1K	Buy	+1	New	+$132	﹤0.01%	422
2017 Q4	–	Sell	-12,348	Closed	-$1.69M	–	448
2017 Q3	$1.69M	Buy	+12,348	New	+$1.69M	0.21%	122
2016 Q2	–	Sell	-21,315	Closed	-$3.02M	–	680
2016 Q1	$3.02M	Buy	21,315 +21,225	+23,583%	+$2.96M	0.26%	86
2015 Q4	$13K	Sell	90 -117	-57%	-$15.9K	﹤0.01%	570
2015 Q3	$29K	Sell	207 -13	-6%	-$1.76K	﹤0.01%	458
2015 Q2	$30K	Buy	220 +203	+1,194%	+$27.5K	﹤0.01%	517
2015 Q1	$3K	Buy	+17	New	+$2.35K	﹤0.01%	742

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

Transamerica Financial Advisors's TLH Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 5.5% in Q2 2026, selling an estimated $55.9K and leaving 9,627 shares worth $966K. The position accounts for 0.08% of the portfolio, ranked #211.

Transamerica Financial Advisors first reported a position in TLH in Q1 2015 and has held it in 24 quarters since. The position peaked at $3.02M in Q1 2016. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Transamerica Financial Advisors held 9,627 shares of iShares 10-20 Year Treasury Bond ETF worth $966K as of Q2 2026.
Transamerica Financial Advisors sold 559 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $55.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.08% of Transamerica Financial Advisors's portfolio in Q2 2026, its #211 holding.
Transamerica Financial Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2015 and has held it in 24 quarters since.
Transamerica Financial Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $3.02M in Q1 2016.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.