Financial Life Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Financial Life Advisors’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	$441K	Sell	4,395 -21,106	-83%	-$2.11M	0.13%	43
2026 Q1	$2.57M	Buy	25,501 +653	+3%	+$66.7K	0.8%	23
2025 Q4	$2.53M	Buy	24,848 +4,941	+25%	+$510K	0.78%	23
2025 Q3	$2.05M	Sell	19,907 -798	-4%	-$80.7K	0.66%	24
2025 Q2	$2.1M	Sell	20,705 -20,052	-49%	-$2.01M	0.72%	25
2025 Q1	$4.23M	Sell	40,757 -67,423	-62%	-$6.83M	1.58%	18
2024 Q4	$10.8M	Buy	108,180 +2,270	+2%	+$235K	4.04%	9
2024 Q3	$11.6M	Buy	105,910 +5,378	+5%	+$576K	4.37%	8
2024 Q2	$10.3M	Buy	100,532 +8,397	+9%	+$855K	4.19%	7
2024 Q1	$9.68M	Buy	92,135 +19,471	+27%	+$2.04M	4.05%	7
2023 Q4	$7.87M	Buy	+72,664	New	+$7.27M	3.39%	10

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

Financial Life Advisors's TLH Position: Q2 2026 in Review

Financial Life Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 83% in Q2 2026, selling an estimated $2.11M and leaving 4,395 shares worth $441K. The position accounts for 0.13% of the portfolio, ranked #43.

Financial Life Advisors first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q3 2024. 283 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Financial Life Advisors held 4,395 shares of iShares 10-20 Year Treasury Bond ETF worth $441K as of Q2 2026.
Financial Life Advisors sold 21,106 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $2.11M.
iShares 10-20 Year Treasury Bond ETF made up 0.13% of Financial Life Advisors's portfolio in Q2 2026, its #43 holding.
Financial Life Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
Financial Life Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $11.6M in Q3 2024.
283 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Financial Life Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.