Action Point Financial Planning’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Action Point Financial Planning’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	$30.2K	Buy	+301	New	+$30.1K	﹤0.01%	989

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

Action Point Financial Planning's TLH Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 301 shares worth $30.2K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Action Point Financial Planning held 301 shares of iShares 10-20 Year Treasury Bond ETF worth $30.2K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new Action Point Financial Planning position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #989 holding.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.