Laurel Oak Wealth Management’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
$632K Sell
6,303
-1,809
-22% -$181K 0.09% 170
2026
Q1
$817K Sell
8,112
-4,025
-33% -$411K 0.14% 131
2025
Q4
$1.23M Buy
+12,137
New +$1.25M 0.21% 89

Other funds holding TLH

Laurel Oak Wealth Management's TLH Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 22% in Q2 2026, selling an estimated $181K and leaving 6,303 shares worth $632K. The position accounts for 0.09% of the portfolio, ranked #170.

Laurel Oak Wealth Management first reported a position in TLH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Laurel Oak Wealth Management held 6,303 shares of iShares 10-20 Year Treasury Bond ETF worth $632K as of Q2 2026.
  • Laurel Oak Wealth Management sold 1,809 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $181K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.09% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Laurel Oak Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.23M in Q4 2025.
  • 610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.