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

RCS Financial Planning’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	$214K	Sell	2,320 -382	-14%	-$36.9K	0.12%	83
2026 Q2	$271K	Sell	2,702 -518	-16%	-$51.8K	0.13%	95
2026 Q1	$324K	Sell	3,220 -17,818	-85%	-$1.82M	0.17%	82
2025 Q4	$2.14M	Buy	21,038 +1,310	+7%	+$135K	0.92%	26
2025 Q3	$2.03M	Buy	19,728 +7,013	+55%	+$709K	0.9%	25
2025 Q2	$1.29M	Buy	12,715 +2,824	+29%	+$283K	0.64%	32
2025 Q1	$1.03M	Buy	9,891 +7,650	+341%	+$775K	0.54%	35
2024 Q4	$223K	Buy	+2,241	New	+$232K	0.12%	75
2024 Q1	–	Sell	-2,017	Closed	-$218K	–	75
2023 Q4	$218K	Buy	+2,017	New	+$202K	0.14%	61
2023 Q3	–	Sell	-4,160	Closed	-$461K	–	63
2023 Q2	$461K	Buy	4,160 +419	+11%	+$47K	0.38%	39
2023 Q1	$428K	Sell	3,741 -379	-9%	-$42.6K	0.38%	40
2022 Q4	$446K	Buy	+4,120	New	+$447K	0.43%	37

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

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

Watchman Group Plano, Texas $434M AUM 9.24% 1-Year Est. Return

RCS Financial Planning's TLH Position: Q3 2026 in Review

RCS Financial Planning reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 14% in Q3 2026, selling an estimated $36.9K and leaving 2,320 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #83.

RCS Financial Planning first reported a position in TLH in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.14M in Q4 2025. 184 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

RCS Financial Planning held 2,320 shares of iShares 10-20 Year Treasury Bond ETF worth $214K as of Q3 2026.
RCS Financial Planning sold 382 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $36.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.12% of RCS Financial Planning's portfolio in Q3 2026, its #83 holding.
RCS Financial Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 12 quarters since.
RCS Financial Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $2.14M in Q4 2025.
184 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.