Creative Planning’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.86M | Buy |
68,072
+62,130
| +1,046% | +$6.34M | ﹤0.01% | 959 |
|
|
2025
Q4 | $604K | Buy |
5,942
+1,311
| +28% | +$135K | ﹤0.01% | 2677 |
|
|
2025
Q3 | $477K | Sell |
4,631
-904
| -16% | -$91.4K | ﹤0.01% | 2769 |
|
|
2025
Q2 | $562K | Sell |
5,535
-73
| -1% | -$7.33K | ﹤0.01% | 2359 |
|
|
2025
Q1 | $582K | Buy |
5,608
+5,011
| +839% | +$508K | ﹤0.01% | 2149 |
|
|
2024
Q4 | $59.4K | Buy |
+597
| New | +$61.8K | ﹤0.01% | 3227 |
|
|
2024
Q2 | – | Sell |
-7,107
| Closed | -$746K | – | 3171 |
|
|
2024
Q1 | $746K | Sell |
7,107
-54
| -0.8% | -$5.66K | ﹤0.01% | 1550 |
|
|
2023
Q4 | $775K | Sell |
7,161
-1,278
| -15% | -$128K | ﹤0.01% | 1392 |
|
|
2023
Q3 | $831K | Buy |
8,439
+1,819
| +27% | +$191K | ﹤0.01% | 1264 |
|
|
2023
Q2 | $733K | Buy |
6,620
+152
| +2% | +$17K | ﹤0.01% | 1300 |
|
|
2023
Q1 | $741K | Sell |
6,468
-77
| -1% | -$8.66K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $708K | Buy |
+6,545
| New | +$709K | ﹤0.01% | 1222 |
|
|
2020
Q4 | – | Sell |
-87,009
| Closed | -$14.5M | – | 2460 |
|
|
2020
Q3 | $14.5M | Buy |
+87,009
| New | +$14.6M | 0.04% | 173 |
|
|
2017
Q3 | – | Sell |
-607
| Closed | -$83K | – | 3551 |
|
|
2017
Q2 | $83K | Buy |
607
+10
| +2% | +$1.36K | ﹤0.01% | 2131 |
|
|
2017
Q1 | $80K | Sell |
597
-112
| -16% | -$15K | ﹤0.01% | 2113 |
|
|
2016
Q4 | $94K | Sell |
709
-1,082
| -60% | -$148K | ﹤0.01% | 1917 |
|
|
2016
Q3 | $259K | Buy |
1,791
+161
| +10% | +$23.4K | ﹤0.01% | 1264 |
|
|
2016
Q2 | $239K | Buy |
1,630
+33
| +2% | +$4.69K | ﹤0.01% | 1168 |
|
|
2016
Q1 | $226K | Buy |
1,597
+225
| +16% | +$31.4K | ﹤0.01% | 1150 |
|
|
2015
Q4 | $184K | Sell |
1,372
-328
| -19% | -$44.5K | ﹤0.01% | 1251 |
|
|
2015
Q3 | $233K | Buy |
+1,700
| New | +$230K | ﹤0.01% | 1110 |
|
|
2015
Q2 | – | Sell |
-1,713
| Closed | -$237K | – | 2841 |
|
|
2015
Q1 | $237K | Buy |
1,713
+18
| +1% | +$2.48K | ﹤0.01% | 1100 |
|
|
2014
Q4 | $229K | Hold |
1,695
| – | – | ﹤0.01% | 1058 |
|
|
2014
Q3 | $221K | Hold |
1,695
| – | – | ﹤0.01% | 1001 |
|
|
2014
Q2 | $219K | Buy |
1,695
+677
| +67% | +$86.5K | ﹤0.01% | 980 |
|
|
2014
Q1 | $128K | Sell |
1,018
-123
| -11% | -$15.4K | ﹤0.01% | 1246 |
|
|
2013
Q4 | $138K | Sell |
1,141
-123
| -10% | -$15.2K | ﹤0.01% | 1027 |
|
|
2013
Q3 | $158K | Buy |
1,264
+104
| +9% | +$12.9K | ﹤0.01% | 866 |
|
|
2013
Q2 | $147K | Buy |
+1,160
| New | +$154K | ﹤0.01% | 784 |
|
Other funds holding TLH
FFM
Creative Planning's TLH Position: Q1 2026 in Review
Creative Planning increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1,046% in Q1 2026, buying an estimated $6.34M and bringing the position to 68,072 shares worth $6.86M. The position accounts for ﹤0.01% of the portfolio, ranked #959.
Creative Planning first reported a position in TLH in Q2 2013 and has held it in 29 quarters since. The position peaked at $14.5M in Q3 2020. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.
- Creative Planning held 68,072 shares of iShares 10-20 Year Treasury Bond ETF worth $6.86M as of Q1 2026.
- Creative Planning bought 62,130 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $6.34M.
- iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #959 holding.
- Creative Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2013 and has held it in 29 quarters since.
- Creative Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $14.5M in Q3 2020.
- 632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.