TLH — ISHARES 10-20 YEAR TREASURY BOND ETF

Ownership history in MOTCO  ·  4 quarters on record

This page tracks every 13F SEC filing in which MOTCO reported a position in ISHARES 10-20 YEAR TREASURY BOND ETF (TLH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2016 Q2)
Avg. % of fund
0.01%
First filed
2016 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 21 -679 -97.0% 0.00% $2K $100.84
2016 Q3 UNCHANGED 700 — 0% 0.01% $101K $111.20
2016 Q2 UNCHANGED 700 — 0% 0.01% $103K $112.08
2016 Q1 INITIATED 700 — — 0.01% $99K $107.67
% of Fund (quarterly)    TLH price (monthly, adj. close)

Other funds also holding TLH

As of 2025 Q4 — sorted by position size

Forum Financial Management, LP 3Y 11.24% RS CRUM INC. 3Y 6.4% Watchman Group, Inc. 3Y 6.28% Veltria Advisors Corp. 3Y 5.67% Bedminster, LLC 4.32% Cerity Partners OCIO LLC 3Y 7Y 4.03% High Falls Advisors, Inc 3Y 7Y 3.55% Commonwealth Financial Services, LLC 3Y 7Y 3.5% Evergreen Private Wealth LLC 3.27% Kelly Financial Services LLC 3.23%
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