TS Financial Group (TSFG)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TS Financial Group (TSFG)’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	$83K	Sell	829 -86	-9%	-$8.59K	0.01%	299
2026 Q1	$92K	Sell	915 -10	-1%	-$1.02K	0.01%	263
2025 Q4	$94K	Sell	925 -34	-4%	-$3.51K	0.01%	257
2025 Q3	$99K	Hold	959	–	–	0.02%	254
2025 Q2	$97K	Sell	959 -24,960	-96%	-$2.5M	0.02%	242
2025 Q1	$2.69M	Buy	+25,919	New	+$2.63M	0.55%	38

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

TS Financial Group (TSFG)'s TLH Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 9.4% in Q2 2026, selling an estimated $8.59K and leaving 829 shares worth $83K. The position accounts for 0.01% of the portfolio, ranked #299.

TS Financial Group (TSFG) first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.69M in Q1 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

TS Financial Group (TSFG) held 829 shares of iShares 10-20 Year Treasury Bond ETF worth $83K as of Q2 2026.
TS Financial Group (TSFG) sold 86 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $8.59K.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #299 holding.
TS Financial Group (TSFG) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
TS Financial Group (TSFG)'s iShares 10-20 Year Treasury Bond ETF position peaked at $2.69M in Q1 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.