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 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 $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 $18.1B AUM 15% 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

Stone House Investment Management's TLH Position: Q1 2026 in Review

Stone House Investment Management increased its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 4.3% in Q1 2026, buying an estimated $766K and bringing the position to 181,522 shares worth $18.3M. The position accounts for 3.28% of the portfolio, ranked #10.

Stone House Investment Management first reported a position in TLH in Q4 2021 and has held it in 17 quarters since. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Stone House Investment Management held 181,522 shares of iShares 10-20 Year Treasury Bond ETF worth $18.3M as of Q1 2026.
Stone House Investment Management bought 7,506 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $766K.
iShares 10-20 Year Treasury Bond ETF made up 3.28% of Stone House Investment Management's portfolio in Q1 2026, its #10 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 17 quarters since.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.