Fiscal Wisdom Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Fiscal Wisdom Wealth Management’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	$432K	Sell	4,308 -94	-2%	-$9.39K	0.37%	50
2026 Q1	$443K	Buy	4,402 +223	+5%	+$22.8K	0.43%	45
2025 Q4	$425K	Buy	4,179 +521	+14%	+$53.8K	0.4%	40
2025 Q3	$385K	Buy	+3,658	New	+$370K	0.37%	38

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

Fiscal Wisdom Wealth Management's TLH Position: Q2 2026 in Review

Fiscal Wisdom Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 2.1% in Q2 2026, selling an estimated $9.39K and leaving 4,308 shares worth $432K. The position accounts for 0.37% of the portfolio, ranked #50.

Fiscal Wisdom Wealth Management first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $443K in Q1 2026. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Fiscal Wisdom Wealth Management held 4,308 shares of iShares 10-20 Year Treasury Bond ETF worth $432K as of Q2 2026.
Fiscal Wisdom Wealth Management sold 94 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.39K.
iShares 10-20 Year Treasury Bond ETF made up 0.37% of Fiscal Wisdom Wealth Management's portfolio in Q2 2026, its #50 holding.
Fiscal Wisdom Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
Fiscal Wisdom Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $443K in Q1 2026.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Fiscal Wisdom Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.