McNaughton Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

McNaughton Wealth Management’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	$4M	Buy	39,909 +5,254	+15%	+$525K	1.42%	21
2026 Q1	$3.49M	Buy	34,655 +2,601	+8%	+$266K	1.44%	23
2025 Q4	$3.26M	Sell	32,054 -11,152	-26%	-$1.15M	1.34%	24
2025 Q3	$4.45M	Buy	43,206 +2,044	+5%	+$207K	1.88%	19
2025 Q2	$4.18M	Buy	41,162 +13,289	+48%	+$1.33M	1.87%	18
2025 Q1	$2.89M	Buy	+27,873	New	+$2.83M	1.4%	21

Other funds holding TLH

FFM

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

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

PAS

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

HCP

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

FCBT

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

McNaughton Wealth Management's TLH Position: Q2 2026 in Review

McNaughton Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 15% in Q2 2026, buying an estimated $525K and bringing the position to 39,909 shares worth $4M. The position accounts for 1.42% of the portfolio, ranked #21.

McNaughton Wealth Management first reported a position in TLH in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.45M in Q3 2025. 193 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

McNaughton Wealth Management held 39,909 shares of iShares 10-20 Year Treasury Bond ETF worth $4M as of Q2 2026.
McNaughton Wealth Management bought 5,254 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $525K.
iShares 10-20 Year Treasury Bond ETF made up 1.42% of McNaughton Wealth Management's portfolio in Q2 2026, its #21 holding.
McNaughton Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
McNaughton Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $4.45M in Q3 2025.
193 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.