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Retirement Capital Strategies’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Retirement Capital Strategies’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
2025
Q2 		– Sell
-61,475
Closed -$6.38M – 79
2025
Q1 		$6.38M Buy
+61,475
New +$6.23M 2.49% 12
2024
Q4 		– Sell
-58,293
Closed -$6.37M – 87
2024
Q3 		$6.37M Buy
58,293
+6,898
+13% +$739K 2.49% 10
2024
Q2 		$5.28M Buy
+51,395
New +$5.23M 2.12% 9

Other funds holding TLH

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Retirement Capital Strategies's TLH Position: Q2 2025 in Review

Retirement Capital Strategies sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2025, closing a stake of 61,475 shares — an estimated $6.38M sold.

Retirement Capital Strategies first reported a position in TLH in Q2 2024 and held it in 3 quarters. The position peaked at $6.38M in Q1 2025. 543 funds tracked by Wall St. Rank hold TLH as of Q2 2025.

  • Retirement Capital Strategies reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Retirement Capital Strategies sold 61,475 iShares 10-20 Year Treasury Bond ETF shares in Q2 2025, an estimated $6.38M.
  • Retirement Capital Strategies first reported a position in iShares 10-20 Year Treasury Bond ETF in Q2 2024 and held it in 3 quarters.
  • Retirement Capital Strategies's iShares 10-20 Year Treasury Bond ETF position peaked at $6.38M in Q1 2025.
  • 543 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2025.

Based on Retirement Capital Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.