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 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

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

Hoxton Planning & Management's TLH Position: Q2 2026 in Review

Hoxton Planning & Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q2 2026, selling an estimated $447K and leaving 26,833 shares worth $2.69M. The position accounts for 0.7% of the portfolio, ranked #33.

Hoxton Planning & Management first reported a position in TLH in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.15M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Hoxton Planning & Management held 26,833 shares of iShares 10-20 Year Treasury Bond ETF worth $2.69M as of Q2 2026.
Hoxton Planning & Management sold 4,472 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $447K.
iShares 10-20 Year Treasury Bond ETF made up 0.7% of Hoxton Planning & Management's portfolio in Q2 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 12 quarters since.
Hoxton Planning & Management's iShares 10-20 Year Treasury Bond ETF position peaked at $3.15M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.