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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
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

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Retirement Wealth Solutions's TLH Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 13% in Q2 2026, selling an estimated $169K and leaving 11,453 shares worth $1.15M. The position accounts for 0.63% of the portfolio, ranked #31.

Retirement Wealth Solutions first reported a position in TLH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q3 2025. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

  • Retirement Wealth Solutions held 11,453 shares of iShares 10-20 Year Treasury Bond ETF worth $1.15M as of Q2 2026.
  • Retirement Wealth Solutions sold 1,691 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $169K.
  • iShares 10-20 Year Treasury Bond ETF made up 0.63% of Retirement Wealth Solutions's portfolio in Q2 2026, its #31 holding.
  • Retirement Wealth Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $1.85M in Q3 2025.
  • 109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.