Horst & Graben Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Horst & Graben 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	$2.29M	Sell	22,947 -1,327	-5%	-$133K	0.3%	54
2026 Q1	$2.44M	Buy	24,274 +934	+4%	+$95.4K	0.33%	47
2025 Q4	$2.38M	Sell	23,340 -370	-2%	-$38.2K	0.36%	41
2025 Q3	$2.44M	Buy	23,710 +593	+3%	+$60K	0.37%	46
2025 Q2	$2.35M	Buy	23,117 +68	+0.3%	+$6.82K	0.39%	44
2025 Q1	$2.39M	Sell	23,049 -2,057	-8%	-$209K	0.43%	40
2024 Q4	$2.5M	Sell	25,106 -739	-3%	-$76.5K	0.44%	37
2024 Q3	$2.83M	Sell	25,845 -771	-3%	-$82.6K	0.51%	32
2024 Q2	$2.73M	Buy	26,616 +8,729	+49%	+$889K	0.52%	33
2024 Q1	$1.88M	Buy	17,887 +4,665	+35%	+$489K	0.38%	37
2023 Q4	$1.43M	Buy	13,222 +9,073	+219%	+$908K	0.31%	42
2023 Q3	$409K	Sell	4,149 -47,021	-92%	-$4.94M	0.1%	90
2023 Q2	$5.67M	Sell	51,170 -38	-0.1%	-$4.26K	1.35%	17
2023 Q1	$5.87M	Sell	51,208 -17,090	-25%	-$1.92M	1.45%	18
2022 Q4	$7.39M	Buy	68,298 +16,380	+32%	+$1.78M	1.93%	12
2022 Q3	$5.66M	Buy	51,918 +5,259	+11%	+$622K	1.6%	15
2022 Q2	$5.61M	Buy	46,659 +11,612	+33%	+$1.42M	1.52%	15
2022 Q1	$4.72M	Buy	35,047 +13,143	+60%	+$1.84M	1.15%	20
2021 Q4	$3.25M	Buy	21,904 +4,645	+27%	+$688K	0.81%	28
2021 Q3	$2.54M	Buy	+17,259	New	+$2.6M	0.7%	29

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

Horst & Graben Wealth Management's TLH Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 5.5% in Q2 2026, selling an estimated $133K and leaving 22,947 shares worth $2.29M. The position accounts for 0.3% of the portfolio, ranked #54.

Horst & Graben Wealth Management first reported a position in TLH in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.39M in Q4 2022. 611 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Horst & Graben Wealth Management held 22,947 shares of iShares 10-20 Year Treasury Bond ETF worth $2.29M as of Q2 2026.
Horst & Graben Wealth Management sold 1,327 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $133K.
iShares 10-20 Year Treasury Bond ETF made up 0.3% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #54 holding.
Horst & Graben Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 20 quarters since.
Horst & Graben Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $7.39M in Q4 2022.
611 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.