BankPlus Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

BankPlus Wealth Management’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	$201K	Buy	+2,000	New	+$200K	0.09%	124

Other funds holding TLH

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

BankPlus Wealth Management's TLH Position: Q2 2026 in Review

BankPlus Wealth Management opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 2,000 shares worth $201K. The stake represents 0.09% of the portfolio and ranks #124 among its holdings.

291 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

BankPlus Wealth Management held 2,000 shares of iShares 10-20 Year Treasury Bond ETF worth $201K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new BankPlus Wealth Management position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.09% of BankPlus Wealth Management's portfolio in Q2 2026, its #124 holding.
291 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.