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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LifePlan Investment Advisors's TLH Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q1 2026, selling an estimated $381K and leaving 18,267 shares worth $1.84M. The position accounts for 0.72% of the portfolio, ranked #45.

LifePlan Investment Advisors first reported a position in TLH in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.24M in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

LifePlan Investment Advisors held 18,267 shares of iShares 10-20 Year Treasury Bond ETF worth $1.84M as of Q1 2026.
LifePlan Investment Advisors sold 3,732 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $381K.
iShares 10-20 Year Treasury Bond ETF made up 0.72% of LifePlan Investment Advisors's portfolio in Q1 2026, its #45 holding.
LifePlan Investment Advisors first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 6 quarters since.
LifePlan Investment Advisors's iShares 10-20 Year Treasury Bond ETF position peaked at $2.24M in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.