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 Q3	$3.79M	Buy	41,159 +1,250	+3%	+$121K	1.33%	23
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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Peavine Capital Reno, Nevada $457M AUM 3.91% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

McNaughton Wealth Management's TLH Position: Q3 2026 in Review

McNaughton Wealth Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 3.1% in Q3 2026, buying an estimated $121K and bringing the position to 41,159 shares worth $3.79M. The position accounts for 1.33% of the portfolio, ranked #23.

McNaughton Wealth Management first reported a position in TLH in Q1 2025 and has held it in 7 quarters since. The position peaked at $4.45M in Q3 2025. 236 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

McNaughton Wealth Management held 41,159 shares of iShares 10-20 Year Treasury Bond ETF worth $3.79M as of Q3 2026.
McNaughton Wealth Management bought 1,250 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $121K.
iShares 10-20 Year Treasury Bond ETF made up 1.33% of McNaughton Wealth Management's portfolio in Q3 2026, its #23 holding.
McNaughton Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2025 and has held it in 7 quarters since.
McNaughton Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $4.45M in Q3 2025.
236 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.