Mather Group 13F: Adds $29M to TLH Stake

Mather Group increased its investment in iShares 10-20 Year Treasury Bond ETF NYSEArca:TLH during the period, adding to its fixed-income holdings. Institutional investment managers outline their quarterly equity and fund positions in Form 13F filings with the Securities and Exchange Commission, which provide a historical look at portfolio choices. Because these reports look backward, they may not show the fund's current trading activity today.

What Changed in Mather Group's iShares 10-20 Year Treasury Bond ETF Position

Mather Group grew its stake by 319,506 shares, marking a 20.8% increase from its previous holding of 1,537,777 shares. That brought the firm's total share count to 1,857,283 shares. At the time of the filing on October 14, 2026, the updated position had an estimated total value of $171,185,812.

iShares 10-20 Year Treasury Bond ETF Stock Down 0.1%

The fund recently traded around $93.89 as of October 16, 2026. The share price sits about 1.3% below its 50-day moving average of $95.08 and roughly 5.3% below its 200-day moving average of $99.16. Over the past year, the shares have moved between a low of $90.72 and a high of $105.47, putting the recent price about 11.0% below the 52-week peak and 3.5% above the 52-week trough.

Dividend

The exchange-traded fund offers an annual dividend yield of 4.83%, distributing income generated from its underlying pool of long-term government securities.

About iShares 10-20 Year Treasury Bond ETF

iShares 10-20 Year Treasury Bond ETF is an exchange-traded fund designed to track publicly issued U.S. Treasury securities with remaining maturities between ten and twenty years. The fund provides investors with targeted exposure to intermediate-long government debt, serving as a tool for fixed-income allocation.

Bottom Line

Institutional reports like this one show how large wealth managers manage their duration risk and fixed-income exposure. Because 13F filings are backward-looking documents reflecting past quarters, investors should check for newer reports to see if the firm has continued to adjust its bond holdings.