Axim Planning & Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Axim Planning & Wealth’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 Q1	$250K	Sell	2,481 -1,131	-31%	-$115K	0.3%	63
2025 Q4	$367K	Buy	3,612 +779	+27%	+$80.4K	0.39%	39
2025 Q3	$292K	Buy	+2,833	New	+$287K	0.23%	54
2022 Q4	–	Sell	-14	Closed	-$2K	–	151
2022 Q3	$2K	Buy	+14	New	+$1.66K	﹤0.01%	151

Other funds holding TLH

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Axim Planning & Wealth's TLH Position: Q1 2026 in Review

Axim Planning & Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 31% in Q1 2026, selling an estimated $115K and leaving 2,481 shares worth $250K. The position accounts for 0.3% of the portfolio, ranked #63.

Axim Planning & Wealth first reported a position in TLH in Q3 2022 and has held it in 4 quarters since. The position peaked at $367K in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Axim Planning & Wealth held 2,481 shares of iShares 10-20 Year Treasury Bond ETF worth $250K as of Q1 2026.
Axim Planning & Wealth sold 1,131 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $115K.
iShares 10-20 Year Treasury Bond ETF made up 0.3% of Axim Planning & Wealth's portfolio in Q1 2026, its #63 holding.
Axim Planning & Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 4 quarters since.
Axim Planning & Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $367K in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.