Larson Financial Group’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Larson Financial Group’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	$34K	Hold	339	–	–	﹤0.01%	1710
2026 Q1	$34.1K	Hold	339	–	–	﹤0.01%	1562
2025 Q4	$34.5K	Hold	339	–	–	﹤0.01%	1424
2025 Q3	$34.9K	Hold	339	–	–	﹤0.01%	1326
2025 Q2	$34.4K	Buy	339 +327	+2,725%	+$32.8K	﹤0.01%	1230
2025 Q1	$1.25K	Buy	+12	New	+$1.22K	﹤0.01%	2319

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

Larson Financial Group's TLH Position: Q2 2026 in Review

Larson Financial Group held its iShares 10-20 Year Treasury Bond ETF (TLH) position steady in Q2 2026 at 339 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

Larson Financial Group first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $34.9K in Q3 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Larson Financial Group held 339 shares of iShares 10-20 Year Treasury Bond ETF worth $34K as of Q2 2026.
Larson Financial Group left its iShares 10-20 Year Treasury Bond ETF share count unchanged in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1710 holding.
Larson Financial Group first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
Larson Financial Group's iShares 10-20 Year Treasury Bond ETF position peaked at $34.9K in Q3 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.