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

Simplicity Wealth’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	$4M	Buy	39,835 +633	+2%	+$63.2K	0.13%	164
2026 Q1	$3.95M	Sell	39,202 -2,757	-7%	-$282K	0.22%	102
2025 Q4	$4.27M	Sell	41,959 -3,005	-7%	-$310K	0.25%	90
2025 Q3	$4.63M	Sell	44,964 -43,050	-49%	-$4.35M	0.27%	83
2025 Q2	$8.94M	Buy	88,014 +54,754	+165%	+$5.49M	0.37%	61
2025 Q1	$3.45M	Buy	+33,260	New	+$3.37M	0.27%	89
2024 Q4	–	Sell	-34,238	Closed	-$3.74M	–	498
2024 Q3	$3.74M	Sell	34,238 -265,114	-89%	-$28.4M	0.35%	65
2024 Q2	$30.7M	Buy	299,352 +293,832	+5,323%	+$29.9M	0.69%	24
2024 Q1	$580K	Buy	5,520 +3,541	+179%	+$371K	0.01%	677
2023 Q4	$214K	Buy	+1,979	New	+$198K	0.08%	168
2023 Q3	–	Sell	-3,462	Closed	-$383K	–	102
2023 Q2	$383K	Buy	3,462 +668	+24%	+$74.9K	0.24%	52
2023 Q1	$320K	Buy	+2,794	New	+$314K	0.21%	51

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

Simplicity Wealth's TLH Position: Q2 2026 in Review

Simplicity Wealth increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 1.6% in Q2 2026, buying an estimated $63.2K and bringing the position to 39,835 shares worth $4M. The position accounts for 0.13% of the portfolio, ranked #164.

Simplicity Wealth first reported a position in TLH in Q1 2023 and has held it in 12 quarters since. The position peaked at $30.7M in Q2 2024. 612 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Simplicity Wealth held 39,835 shares of iShares 10-20 Year Treasury Bond ETF worth $4M as of Q2 2026.
Simplicity Wealth bought 633 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $63.2K.
iShares 10-20 Year Treasury Bond ETF made up 0.13% of Simplicity Wealth's portfolio in Q2 2026, its #164 holding.
Simplicity Wealth first reported a position in iShares 10-20 Year Treasury Bond ETF in Q1 2023 and has held it in 12 quarters since.
Simplicity Wealth's iShares 10-20 Year Treasury Bond ETF position peaked at $30.7M in Q2 2024.
612 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.