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 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 $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RS Crum Inc's TLH Position: Q1 2026 in Review

RS Crum Inc reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 7.9% in Q1 2026, selling an estimated $2.53M and leaving 290,136 shares worth $29.2M. The position accounts for 5.65% of the portfolio, ranked #5.

RS Crum Inc first reported a position in TLH in Q4 2022 and has held it in 10 quarters since. The position peaked at $32M in Q4 2025. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

RS Crum Inc held 290,136 shares of iShares 10-20 Year Treasury Bond ETF worth $29.2M as of Q1 2026.
RS Crum Inc sold 24,770 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $2.53M.
iShares 10-20 Year Treasury Bond ETF made up 5.65% of RS Crum Inc's portfolio in Q1 2026, its #5 holding.
RS Crum Inc first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2022 and has held it in 10 quarters since.
RS Crum Inc's iShares 10-20 Year Treasury Bond ETF position peaked at $32M in Q4 2025.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on RS Crum Inc's 13F filing for Q1 2026, filed 15 Apr 2026.