Braun-Bostich & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Braun-Bostich & Associates’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	$2.26M	Buy	22,488 +951	+4%	+$95K	1.26%	20
2026 Q1	$2.17M	Buy	21,537 +621	+3%	+$63.4K	1.36%	22
2025 Q4	$2.13M	Buy	20,916 +231	+1%	+$23.8K	1.31%	24
2025 Q3	$2.13M	Sell	20,685 -815	-4%	-$82.4K	1.34%	23
2025 Q2	$2.18M	Buy	21,500 +157	+0.7%	+$15.8K	1.49%	21
2025 Q1	$2.21M	Buy	21,343 +12,916	+153%	+$1.31M	1.64%	19
2024 Q4	$839K	Buy	8,427 +820	+11%	+$84.8K	0.6%	38
2024 Q3	$832K	Buy	7,607 +35	+0.5%	+$3.75K	0.58%	35
2024 Q2	$778K	Buy	+7,572	New	+$771K	0.58%	39

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

Braun-Bostich & Associates's TLH Position: Q2 2026 in Review

Braun-Bostich & Associates increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.4% in Q2 2026, buying an estimated $95K and bringing the position to 22,488 shares worth $2.26M. The position accounts for 1.26% of the portfolio, ranked #20.

Braun-Bostich & Associates first reported a position in TLH in Q2 2024 and has held it in 9 quarters since. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Braun-Bostich & Associates held 22,488 shares of iShares 10-20 Year Treasury Bond ETF worth $2.26M as of Q2 2026.
Braun-Bostich & Associates bought 951 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $95K.
iShares 10-20 Year Treasury Bond ETF made up 1.26% of Braun-Bostich & Associates's portfolio in Q2 2026, its #20 holding.
Braun-Bostich & Associates first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and has held it in 9 quarters since.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.