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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RCS Financial Planning's TLH Position: Q1 2026 in Review

RCS Financial Planning reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 85% in Q1 2026, selling an estimated $1.82M and leaving 3,220 shares worth $324K. The position accounts for 0.17% of the portfolio, ranked #82.

RCS Financial Planning first reported a position in TLH in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

RCS Financial Planning held 3,220 shares of iShares 10-20 Year Treasury Bond ETF worth $324K as of Q1 2026.
RCS Financial Planning sold 17,818 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.82M.
iShares 10-20 Year Treasury Bond ETF made up 0.17% of RCS Financial Planning's portfolio in Q1 2026, its #82 holding.
RCS Financial Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
RCS Financial Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $2.14M in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.