RS Crum Inc’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

RS Crum Inc’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	–	Sell	-290,136	Closed	-$29.2M	–	108
2026 Q1	$29.2M	Sell	290,136 -24,770	-8%	-$2.53M	5.65%	5
2025 Q4	$32M	Buy	+314,906	New	+$32.5M	6.4%	5
2024 Q4	–	Sell	-3,625	Closed	-$396K	–	95
2024 Q3	$396K	Hold	3,625	–	–	0.09%	66
2024 Q2	$372K	Sell	3,625 -120	-3%	-$12.2K	0.1%	66
2024 Q1	$393K	Sell	3,745 -85	-2%	-$8.9K	0.11%	54
2023 Q4	$415K	Sell	3,830 -73,840	-95%	-$7.39M	0.13%	50
2023 Q3	$7.65M	Buy	77,670 +2,645	+4%	+$278K	2.75%	11
2023 Q2	$8.31M	Buy	75,025 +1,900	+3%	+$213K	3%	11
2023 Q1	$8.38M	Buy	73,125 +735	+1%	+$82.7K	3.22%	10
2022 Q4	$7.83M	Buy	+72,390	New	+$7.85M	3.67%	7

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

RS Crum Inc's TLH Position: Q2 2026 in Review

RS Crum Inc sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q2 2026, closing a stake of 290,136 shares — an estimated $29.2M sold.

RS Crum Inc first reported a position in TLH in Q4 2022 and held it in 10 quarters. The position peaked at $32M in Q4 2025. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

RS Crum Inc reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
RS Crum Inc sold 290,136 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $29.2M.
RS Crum Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and held it in 10 quarters.
RS Crum Inc's iShares 10-20 Year Treasury Bond ETF position peaked at $32M in Q4 2025.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on RS Crum Inc's 13F filing for Q2 2026, filed 10 Aug 2026.