Avantax Planning Partners’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Avantax Planning Partners’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 Q3	$5.5M	Sell	59,703 -40,625	-40%	-$3.93M	0.14%	94
2026 Q2	$10.1M	Sell	100,328 -4,938	-5%	-$493K	0.25%	65
2026 Q1	$10.6M	Buy	105,266 +14,184	+16%	+$1.45M	0.29%	58
2025 Q4	$9.26M	Sell	91,082 -554	-0.6%	-$57.2K	0.26%	63
2025 Q3	$9.44M	Sell	91,636 -3,194	-3%	-$323K	0.27%	61
2025 Q2	$9.6M	Buy	94,830 +10,738	+13%	+$1.08M	0.31%	58
2025 Q1	$8.72M	Buy	84,092 +45,103	+116%	+$4.57M	0.31%	55
2024 Q4	$3.88M	Buy	+38,989	New	+$4.03M	0.14%	93

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Avantax Planning Partners's TLH Position: Q3 2026 in Review

Avantax Planning Partners reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 40% in Q3 2026, selling an estimated $3.93M and leaving 59,703 shares worth $5.5M. The position accounts for 0.14% of the portfolio, ranked #94.

Avantax Planning Partners first reported a position in TLH in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.6M in Q1 2026. 535 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Avantax Planning Partners held 59,703 shares of iShares 10-20 Year Treasury Bond ETF worth $5.5M as of Q3 2026.
Avantax Planning Partners sold 40,625 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $3.93M.
iShares 10-20 Year Treasury Bond ETF made up 0.14% of Avantax Planning Partners's portfolio in Q3 2026, its #94 holding.
Avantax Planning Partners first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Avantax Planning Partners's iShares 10-20 Year Treasury Bond ETF position peaked at $10.6M in Q1 2026.
535 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.