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

LifeSteps Financial’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	$99.9K	Buy	+996	New	+$99.5K	0.05%	154

Other funds holding TLH

FFM

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

HCP

Hamilton Capital Partners Atlanta, Georgia $344M AUM 15.41% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

LifeSteps Financial's TLH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 996 shares worth $99.9K. The stake represents 0.05% of the portfolio and ranks #154 among its holdings.

278 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

LifeSteps Financial held 996 shares of iShares 10-20 Year Treasury Bond ETF worth $99.9K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new LifeSteps Financial position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #154 holding.
278 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.