Kerr Financial Planning’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$34.5K Hold
344
0.04% 211
2026
Q1
$34.5K Sell
344
-18
-5% -$1.84K 0.02% 211
2025
Q4
$37.1K Buy
362
+190
+110% +$19.6K 0.05% 206
2025
Q3
$17.7K Buy
+172
New +$17.4K 0.03% 280

Other funds holding TLH

Kerr Financial Planning's TLH Position: Q2 2026 in Review

Kerr Financial Planning held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 344 shares worth $34.5K. The position accounts for 0.04% of the portfolio, ranked #211.

Kerr Financial Planning first reported a position in TLH in Q3 2025 and has held it in 4 quarters since. The position peaked at $37.1K in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Kerr Financial Planning held 344 shares of iShares 10-20 Year Treasury Bond ETF worth $34.5K as of Q2 2026.
  • Kerr Financial Planning left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
  • iShares 10-20 Year Treasury Bond ETF made up 0.04% of Kerr Financial Planning's portfolio in Q2 2026, its #211 holding.
  • Kerr Financial Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $37.1K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.