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 Q2	$242K	Sell	2,409 -72	-3%	-$7.19K	0.34%	69
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 $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

Axim Planning & Wealth's TLH Position: Q2 2026 in Review

Axim Planning & Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.9% in Q2 2026, selling an estimated $7.19K and leaving 2,409 shares worth $242K. The position accounts for 0.34% of the portfolio, ranked #69.

Axim Planning & Wealth first reported a position in TLH in Q3 2022 and has held it in 5 quarters since. The position peaked at $367K in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Axim Planning & Wealth held 2,409 shares of iShares 10-20 Year Treasury Bond ETF worth $242K as of Q2 2026.
Axim Planning & Wealth sold 72 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $7.19K.
iShares 10-20 Year Treasury Bond ETF made up 0.34% of Axim Planning & Wealth's portfolio in Q2 2026, its #69 holding.
Axim Planning & Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2022 and has held it in 5 quarters since.
Axim Planning & Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $367K in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.