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Legacy Wealth Management (Idaho)’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-144
Closed -$14.5K – 887
2026
Q1 		$14.5K Hold
144
– – 0.01% 430
2025
Q4 		$14.6K Buy
+144
New +$14.9K 0.01% 368

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FFM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s TLH Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 144 shares — an estimated $14.5K sold.

Legacy Wealth Management (Idaho) first reported a position in TLH in Q4 2025 and held it in 2 quarters. The position peaked at $14.6K in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 144 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $14.5K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares 10-20 Year Treasury Bond ETF position peaked at $14.6K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.