LifePlan Investment Advisors’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

LifePlan Investment Advisors’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	$1.69M	Sell	16,866 -1,401	-8%	-$140K	0.58%	50
2026 Q1	$1.84M	Sell	18,267 -3,732	-17%	-$381K	0.72%	45
2025 Q4	$2.24M	Buy	21,999 +901	+4%	+$93K	0.91%	40
2025 Q3	$2.17M	Buy	21,098 +4,473	+27%	+$452K	0.91%	40
2025 Q2	$1.69M	Buy	16,625 +5,731	+53%	+$575K	0.84%	39
2025 Q1	$1.13M	Buy	10,894 +8,624	+380%	+$874K	0.65%	46
2024 Q4	$226K	Buy	+2,270	New	+$235K	0.14%	93

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

LifePlan Investment Advisors's TLH Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.7% in Q2 2026, selling an estimated $140K and leaving 16,866 shares worth $1.69M. The position accounts for 0.58% of the portfolio, ranked #50.

LifePlan Investment Advisors first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.24M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

LifePlan Investment Advisors held 16,866 shares of iShares 10-20 Year Treasury Bond ETF worth $1.69M as of Q2 2026.
LifePlan Investment Advisors sold 1,401 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $140K.
iShares 10-20 Year Treasury Bond ETF made up 0.58% of LifePlan Investment Advisors's portfolio in Q2 2026, its #50 holding.
LifePlan Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
LifePlan Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.24M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.