Koshinski Asset Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Koshinski Asset 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	$444K	Hold	4,427	–	–	0.02%	498
2026 Q1	$446K	Buy	4,427 +20	+0.5%	+$2.04K	0.03%	466
2025 Q4	$448K	Sell	4,407 -3	-0.1%	-$310	0.03%	455
2025 Q3	$454K	Sell	4,410 -266	-6%	-$26.9K	0.03%	451
2025 Q2	$475K	Sell	4,676 -46	-1%	-$4.62K	0.04%	420
2025 Q1	$490K	Buy	4,722 +616	+15%	+$62.4K	0.04%	380
2024 Q4	$409K	Sell	4,106 -40	-1%	-$4.14K	0.04%	419
2024 Q3	$453K	Sell	4,146 -751	-15%	-$80.5K	0.04%	400
2024 Q2	$505K	Buy	+4,897	New	+$499K	0.05%	337
2023 Q4	–	Sell	-8,004	Closed	-$788K	–	634
2023 Q3	$788K	Sell	8,004 -306	-4%	-$32.1K	0.09%	228
2023 Q2	$920K	Buy	+8,310	New	+$932K	0.1%	211
2023 Q1	–	Sell	-9,072	Closed	-$981K	–	630
2022 Q4	$981K	Buy	9,072 +48	+0.5%	+$5.2K	0.09%	237
2022 Q3	$983K	Buy	9,024 +7,280	+417%	+$861K	0.12%	200
2022 Q2	$210K	Buy	1,744 +150	+9%	+$18.4K	0.02%	543
2022 Q1	$215K	Sell	1,594 -1,264	-44%	-$177K	0.02%	569
2021 Q4	$424K	Buy	2,858 +1,798	+170%	+$266K	0.03%	430
2021 Q3	$156K	Buy	+1,060	New	+$160K	0.01%	690
2021 Q2	–	Sell	-2,422	Closed	-$340K	–	619
2021 Q1	$340K	Buy	2,422 +370	+18%	+$54.9K	0.04%	451
2020 Q4	$327K	Sell	2,052 -3,805	-65%	-$615K	0.04%	418
2020 Q3	$962K	Buy	5,857 +3,773	+181%	+$635K	0.13%	183
2020 Q2	$349K	Sell	2,084 -1,698	-45%	-$284K	0.06%	359
2020 Q1	$634K	Buy	3,782 +335	+10%	+$51.7K	0.13%	204
2019 Q4	$498K	Buy	+3,447	New	+$505K	0.09%	305
2016 Q3	–	Sell	-1,401	Closed	-$205K	–	300
2016 Q2	$205K	Buy	+1,401	New	+$199K	0.11%	244

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

Koshinski Asset Management's TLH Position: Q2 2026 in Review

Koshinski Asset Management held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 4,427 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #498.

Koshinski Asset Management first reported a position in TLH in Q2 2016 and has held it in 24 quarters since. The position peaked at $983K in Q3 2022. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Koshinski Asset Management held 4,427 shares of iShares 10-20 Year Treasury Bond ETF worth $444K as of Q2 2026.
Koshinski Asset Management left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #498 holding.
Koshinski Asset Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2016 and has held it in 24 quarters since.
Koshinski Asset Management's iShares 10-20 Year Treasury Bond ETF position peaked at $983K in Q3 2022.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.