BOLTON SECURITIES CORPORATION’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q3	$51.5K	Buy	559 +18	+3%	+$1.74K	﹤0.01%	1332
2026 Q2	$54.3K	Sell	541 -33	-6%	-$3.3K	﹤0.01%	1304
2026 Q1	$57.8K	Buy	+574	New	+$58.6K	﹤0.01%	1189
2025 Q3	$56.8K	Buy	+552	New	+$55.8K	﹤0.01%	1113

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Hamilton Capital Partners Atlanta, Georgia $356M AUM 0.3% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's TLH Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.3% in Q3 2026, buying an estimated $1.74K and bringing the position to 559 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

BOLTON SECURITIES CORPORATION first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $57.8K in Q1 2026. 443 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

BOLTON SECURITIES CORPORATION held 559 shares of iShares 10-20 Year Treasury Bond ETF worth $51.5K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 18 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $1.74K.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1332 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
BOLTON SECURITIES CORPORATION's iShares 10-20 Year Treasury Bond ETF position peaked at $57.8K in Q1 2026.
443 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.