Hoxton Planning & Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Hoxton Planning & 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 Q3	$2.8M	Buy	30,382 +3,549	+13%	+$343K	0.71%	33
2026 Q2	$2.69M	Sell	26,833 -4,472	-14%	-$447K	0.7%	33
2026 Q1	$3.15M	Buy	31,305 +3,777	+14%	+$386K	0.95%	26
2025 Q4	$2.8M	Sell	27,528 -402	-1%	-$41.5K	0.84%	27
2025 Q3	$2.88M	Buy	27,930 +7,433	+36%	+$752K	0.93%	24
2025 Q2	$2.08M	Buy	20,497 +3,594	+21%	+$361K	0.72%	28
2025 Q1	$1.75M	Buy	16,903 +13,055	+339%	+$1.32M	0.67%	31
2024 Q4	$383K	Buy	3,848 +212	+6%	+$21.9K	0.15%	124
2024 Q3	$398K	Buy	3,636 +1,159	+47%	+$124K	0.15%	121
2024 Q2	$254K	Buy	+2,477	New	+$252K	0.12%	130
2023 Q3	–	Sell	-8,957	Closed	-$992K	–	155
2023 Q2	$992K	Sell	8,957 -2,608	-23%	-$292K	0.61%	31
2023 Q1	$1.32M	Sell	11,565 -5,378	-32%	-$605K	0.73%	27
2022 Q4	$1.83M	Buy	+16,943	New	+$1.84M	0.97%	21

Other funds holding TLH

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Hoxton Planning & Management's TLH Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 13% in Q3 2026, buying an estimated $343K and bringing the position to 30,382 shares worth $2.8M. The position accounts for 0.71% of the portfolio, ranked #33.

Hoxton Planning & Management first reported a position in TLH in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.15M in Q1 2026. 124 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Hoxton Planning & Management held 30,382 shares of iShares 10-20 Year Treasury Bond ETF worth $2.8M as of Q3 2026.
Hoxton Planning & Management bought 3,549 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $343K.
iShares 10-20 Year Treasury Bond ETF made up 0.71% of Hoxton Planning & Management's portfolio in Q3 2026, its #33 holding.
Hoxton Planning & Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 13 quarters since.
Hoxton Planning & Management's iShares 10-20 Year Treasury Bond ETF position peaked at $3.15M in Q1 2026.
124 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.