Regimen Wealth’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Regimen Wealth’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	$1.29M	Sell	12,813 -99	-0.8%	-$9.89K	0.35%	34
2026 Q1	$1.3M	Sell	12,912 -1,107	-8%	-$113K	0.38%	31
2025 Q4	$1.43M	Buy	14,019 +305	+2%	+$31.5K	0.42%	30
2025 Q3	$1.41M	Buy	13,714 +313	+2%	+$31.7K	0.42%	29
2025 Q2	$1.36M	Buy	+13,401	New	+$1.34M	0.42%	29
2023 Q3	–	Sell	-4,324	Closed	-$479K	–	62
2023 Q2	$479K	Sell	4,324 -2,412	-36%	-$270K	0.2%	39
2023 Q1	$777K	Buy	6,736 +1,135	+20%	+$128K	0.34%	29
2022 Q4	$605K	Buy	+5,601	New	+$607K	0.41%	28

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

Regimen Wealth's TLH Position: Q2 2026 in Review

Regimen Wealth reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.77% in Q2 2026, selling an estimated $9.89K and leaving 12,813 shares worth $1.29M. The position accounts for 0.35% of the portfolio, ranked #34.

Regimen Wealth first reported a position in TLH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.43M in Q4 2025. 610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Regimen Wealth held 12,813 shares of iShares 10-20 Year Treasury Bond ETF worth $1.29M as of Q2 2026.
Regimen Wealth sold 99 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $9.89K.
iShares 10-20 Year Treasury Bond ETF made up 0.35% of Regimen Wealth's portfolio in Q2 2026, its #34 holding.
Regimen Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 8 quarters since.
Regimen Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $1.43M in Q4 2025.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.