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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RCS Financial Planning's TLH Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 16% in Q2 2026, selling an estimated $51.8K and leaving 2,702 shares worth $271K. The position accounts for 0.13% of the portfolio, ranked #95.

RCS Financial Planning first reported a position in TLH in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.14M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

RCS Financial Planning held 2,702 shares of iShares 10-20 Year Treasury Bond ETF worth $271K as of Q2 2026.
RCS Financial Planning sold 518 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $51.8K.
iShares 10-20 Year Treasury Bond ETF made up 0.13% of RCS Financial Planning's portfolio in Q2 2026, its #95 holding.
RCS Financial Planning first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 11 quarters since.
RCS Financial Planning's iShares 10-20 Year Treasury Bond ETF position peaked at $2.14M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.