Asset Planning Inc’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$80.3K Buy
800
+9
+1% +$899 0.05% 126
2026
Q1
$79.7K Buy
791
+5
+0.6% +$511 0.06% 125
2025
Q4
$79.9K Buy
786
+11
+1% +$1.14K 0.06% 121
2025
Q3
$79.8K Buy
775
+9
+1% +$910 0.06% 123
2025
Q2
$77.8K Sell
766
-5
-0.6% -$502 0.06% 122
2025
Q1
$80K Buy
771
+17
+2% +$1.72K 0.06% 118
2024
Q4
$75K Buy
+754
New +$78K 0.06% 120

Other funds holding TLH

Asset Planning Inc's TLH Position: Q2 2026 in Review

Asset Planning Inc increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.1% in Q2 2026, buying an estimated $899 and bringing the position to 800 shares worth $80.3K. The position accounts for 0.05% of the portfolio, ranked #126.

Asset Planning Inc first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Asset Planning Inc held 800 shares of iShares 10-20 Year Treasury Bond ETF worth $80.3K as of Q2 2026.
  • Asset Planning Inc bought 9 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $899.
  • iShares 10-20 Year Treasury Bond ETF made up 0.05% of Asset Planning Inc's portfolio in Q2 2026, its #126 holding.
  • Asset Planning Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.