Spectrum Planning & Advisory Services’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Spectrum Planning & Advisory Services’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	$1.74M	Sell	17,295 -157	-0.9%	-$15.7K	0.78%	32
2026 Q1	$1.76M	Sell	17,452 -1,344	-7%	-$137K	0.87%	33
2025 Q4	$1.91M	Sell	18,796 -6,201	-25%	-$640K	0.98%	27
2025 Q3	$2.57M	Sell	24,997 -1,864	-7%	-$189K	1.45%	21
2025 Q2	$2.73M	Buy	+26,861	New	+$2.7M	1.77%	18
2023 Q1	–	Sell	-7,899	Closed	-$854K	–	47
2022 Q4	$854K	Sell	7,899 -1,007	-11%	-$109K	1.17%	21
2022 Q3	$970K	Sell	8,906 -112	-1%	-$13.3K	0.98%	20
2022 Q2	$1.08M	Buy	9,018 +1,253	+16%	+$154K	1.13%	17
2022 Q1	$1.04M	Buy	7,765 +592	+8%	+$82.9K	0.96%	25
2021 Q4	$1.06M	Buy	7,173 +453	+7%	+$67.1K	0.97%	25
2021 Q3	$988K	Buy	+6,720	New	+$1.01M	0.97%	25

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 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

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

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

Spectrum Planning & Advisory Services's TLH Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 0.9% in Q2 2026, selling an estimated $15.7K and leaving 17,295 shares worth $1.74M. The position accounts for 0.78% of the portfolio, ranked #32.

Spectrum Planning & Advisory Services first reported a position in TLH in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.73M in Q2 2025. 109 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Spectrum Planning & Advisory Services held 17,295 shares of iShares 10-20 Year Treasury Bond ETF worth $1.74M as of Q2 2026.
Spectrum Planning & Advisory Services sold 157 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $15.7K.
iShares 10-20 Year Treasury Bond ETF made up 0.78% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #32 holding.
Spectrum Planning & Advisory Services first reported a position in iShares 10-20 Year Treasury Bond ETF in Q3 2021 and has held it in 11 quarters since.
Spectrum Planning & Advisory Services's iShares 10-20 Year Treasury Bond ETF position peaked at $2.73M in Q2 2025.
109 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.