Richard W. Paul & Associates’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Richard W. Paul & Associates’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	$8.13K	Buy	+81	New	+$8.09K	﹤0.01%	239

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

Richard W. Paul & Associates's TLH Position: Q2 2026 in Review

Richard W. Paul & Associates opened a new position in iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026: 81 shares worth $8.13K. The stake represents ﹤0.01% of the portfolio and ranks #239 among its holdings.

610 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Richard W. Paul & Associates held 81 shares of iShares 10-20 Year Treasury Bond ETF worth $8.13K as of Q2 2026.
iShares 10-20 Year Treasury Bond ETF was a new Richard W. Paul & Associates position in Q2 2026.
iShares 10-20 Year Treasury Bond ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #239 holding.
610 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.