Avantax Planning Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
Other funds holding TLH
FFM
Avantax Planning Partners's TLH Position: Q2 2026 in Review
Avantax Planning Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.7% in Q2 2026, selling an estimated $493K and leaving 100,328 shares worth $10.1M. The position accounts for 0.25% of the portfolio, ranked #65.
Avantax Planning Partners first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.6M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.
- Avantax Planning Partners held 100,328 shares of iShares 10-20 Year Treasury Bond ETF worth $10.1M as of Q2 2026.
- Avantax Planning Partners sold 4,938 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $493K.
- iShares 10-20 Year Treasury Bond ETF made up 0.25% of Avantax Planning Partners's portfolio in Q2 2026, its #65 holding.
- Avantax Planning Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
- Avantax Planning Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $10.6M in Q1 2026.
- 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.