Estate Counselors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Estate Counselors’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	–	Sell	-265,219	Closed	-$26.7M	–	113
2026 Q1	$26.7M	Buy	265,219 +147,654	+126%	+$15.1M	2.38%	4
2025 Q4	$12M	Buy	+117,565	New	+$12.1M	1%	11
2023 Q3	–	Sell	-24,135	Closed	-$2.67M	–	132
2023 Q2	$2.67M	Buy	24,135 +13,750	+132%	+$1.54M	0.34%	46
2023 Q1	$1.19M	Buy	10,385 +320	+3%	+$36K	0.16%	85
2022 Q4	$1.09M	Buy	+10,065	New	+$1.09M	0.15%	97

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

Estate Counselors's TLH Position: Q2 2026 in Review

Estate Counselors sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 265,219 shares — an estimated $26.7M sold.

Estate Counselors first reported a position in TLH in Q4 2022 and held it in 5 quarters. The position peaked at $26.7M in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Estate Counselors reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Estate Counselors sold 265,219 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $26.7M.
Estate Counselors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 5 quarters.
Estate Counselors's iShares 10-20 Year Treasury Bond ETF position peaked at $26.7M in Q1 2026.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.