Financial & Tax Architects’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Financial & Tax Architects’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	-39,798	Closed	-$4.01M	–	127
2026 Q1	$4.01M	Buy	39,798 +6,304	+19%	+$644K	0.89%	43
2025 Q4	$3.41M	Buy	33,494 +4,235	+14%	+$437K	0.77%	45
2025 Q3	$3.01M	Buy	+29,259	New	+$2.96M	0.67%	44
2025 Q2	–	Sell	-22,496	Closed	-$2.33M	–	111
2025 Q1	$2.33M	Sell	22,496 -1,508	-6%	-$153K	0.59%	45
2024 Q4	$2.39M	Buy	24,004 +2,134	+10%	+$221K	0.61%	43
2024 Q3	$2.39M	Buy	+21,870	New	+$2.34M	0.61%	42
2023 Q3	–	Sell	-25,049	Closed	-$2.77M	–	93
2023 Q2	$2.77M	Buy	+25,049	New	+$2.81M	0.86%	38
2022 Q1	–	Sell	-10,515	Closed	-$1.56M	–	104
2021 Q4	$1.56M	Sell	10,515 -1,143	-10%	-$169K	0.64%	46
2021 Q3	$1.71M	Buy	+11,658	New	+$1.76M	0.78%	45

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

Financial & Tax Architects's TLH Position: Q2 2026 in Review

Financial & Tax Architects sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 39,798 shares — an estimated $4.01M sold.

Financial & Tax Architects first reported a position in TLH in Q3 2021 and held it in 9 quarters. The position peaked at $4.01M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Financial & Tax Architects reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Financial & Tax Architects sold 39,798 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $4.01M.
Financial & Tax Architects first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and held it in 9 quarters.
Financial & Tax Architects's iShares 10-20 Year Treasury Bond ETF position peaked at $4.01M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.