Plancorp LLC’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Plancorp LLC’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	$555K	Buy	+5,659	New	+$565K	0.01%	236

Other funds holding TLH

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

Envestnet Portfolio Solutions

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

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

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

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

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

Wealth Enhancement Advisory Services

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

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

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

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

Plancorp LLC's TLH Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 5,659 shares worth $555K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

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

Plancorp LLC held 5,659 shares of iShares 10-20 Year Treasury Bond ETF worth $555K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new Plancorp LLC position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #236 holding.
193 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.