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

Retirement Wealth Solutions’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	$1.05M	Sell	11,351 -102	-0.9%	-$9.9K	0.55%	34
2026 Q2	$1.15M	Sell	11,453 -1,691	-13%	-$169K	0.63%	31
2026 Q1	$1.32M	Sell	13,144 -2,309	-15%	-$236K	0.83%	25
2025 Q4	$1.57M	Sell	15,453 -2,464	-14%	-$254K	0.99%	23
2025 Q3	$1.85M	Buy	17,917 +6,061	+51%	+$613K	1.21%	21
2025 Q2	$1.2M	Buy	11,856 +3,432	+41%	+$344K	0.88%	26
2025 Q1	$874K	Buy	8,424 +5,491	+187%	+$557K	0.71%	26
2024 Q4	$286K	Buy	+2,933	New	+$303K	0.24%	41

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

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

Goelzer Investment Management Carmel, Indiana $2.28B AUM 31.27% 1-Year Est. Return

Retirement Wealth Solutions's TLH Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.89% in Q3 2026, selling an estimated $9.9K and leaving 11,351 shares worth $1.05M. The position accounts for 0.55% of the portfolio, ranked #34.

Retirement Wealth Solutions first reported a position in TLH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q3 2025. 153 funds tracked by Wall St. Rank hold TLH as of Q3 2026.

Retirement Wealth Solutions held 11,351 shares of iShares 10-20 Year Treasury Bond ETF worth $1.05M as of Q3 2026.
Retirement Wealth Solutions sold 102 iShares 10-20 Year Treasury Bond ETF shares in Q3 2026, an estimated $9.9K.
iShares 10-20 Year Treasury Bond ETF made up 0.55% of Retirement Wealth Solutions's portfolio in Q3 2026, its #34 holding.
Retirement Wealth Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $1.85M in Q3 2025.
153 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.