Stone House Investment Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Stone House Investment Management’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	$15M	Sell	149,866 -31,656	-17%	-$3.16M	2%	17
2026 Q1	$18.3M	Buy	181,522 +7,506	+4%	+$766K	3.28%	10
2025 Q4	$17.7M	Buy	174,016 +4,339	+3%	+$448K	2.75%	13
2025 Q3	$17.5M	Buy	169,677 +45,865	+37%	+$4.64M	2.94%	13
2025 Q2	$12.6M	Buy	123,812 +35,567	+40%	+$3.57M	2.31%	16
2025 Q1	$9.16M	Buy	88,245 +76,032	+623%	+$7.71M	1.86%	16
2024 Q4	$1.22M	Sell	12,213 -612	-5%	-$63.3K	0.31%	28
2024 Q3	$1.4M	Sell	12,825 -819	-6%	-$87.8K	0.29%	27
2024 Q2	$1.4M	Buy	13,644 +439	+3%	+$44.7K	0.36%	24
2024 Q1	$1.39M	Buy	13,205 +8,925	+209%	+$935K	0.33%	27
2023 Q4	$463K	Buy	+4,280	New	+$428K	0.16%	32
2023 Q3	–	Sell	-34,529	Closed	-$3.82M	–	379
2023 Q2	$3.82M	Buy	34,529 +737	+2%	+$82.6K	1.39%	15
2023 Q1	$3.87M	Sell	33,792 -1,272	-4%	-$143K	1.31%	16
2022 Q4	$3.79M	Buy	35,064 +7,130	+26%	+$773K	1.35%	16
2022 Q3	$3.04M	Buy	27,934 +2,688	+11%	+$318K	1.41%	15
2022 Q2	$3.03M	Buy	25,246 +4,501	+22%	+$552K	1.37%	16
2022 Q1	$2.79M	Buy	20,745 +16,716	+415%	+$2.34M	0.95%	19
2021 Q4	$598K	Buy	+4,029	New	+$596K	0.2%	27

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

Stone House Investment Management's TLH Position: Q2 2026 in Review

Stone House Investment Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 17% in Q2 2026, selling an estimated $3.16M and leaving 149,866 shares worth $15M. The position accounts for 2% of the portfolio, ranked #17.

Stone House Investment Management first reported a position in TLH in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.3M in Q1 2026. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

Stone House Investment Management held 149,866 shares of iShares 10-20 Year Treasury Bond ETF worth $15M as of Q2 2026.
Stone House Investment Management sold 31,656 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $3.16M.
iShares 10-20 Year Treasury Bond ETF made up 2% of Stone House Investment Management's portfolio in Q2 2026, its #17 holding.
Stone House Investment Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and has held it in 18 quarters since.
Stone House Investment Management's iShares 10-20 Year Treasury Bond ETF position peaked at $18.3M in Q1 2026.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.