Stonehaven Wealth & Tax Solutions’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Stonehaven Wealth & Tax Solutions’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	–	Sell	-5,204	Closed	-$529K	–	98
2025 Q4	$529K	Buy	+5,204	New	+$537K	0.48%	37
2025 Q1	–	Sell	-5,695	Closed	-$567K	–	87
2024 Q4	$567K	Buy	+5,695	New	+$589K	0.62%	42

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

Stonehaven Wealth & Tax Solutions's TLH Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 5,204 shares — an estimated $529K sold.

Stonehaven Wealth & Tax Solutions first reported a position in TLH in Q4 2024 and held it in 2 quarters. The position peaked at $567K in Q4 2024. 632 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Stonehaven Wealth & Tax Solutions reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Stonehaven Wealth & Tax Solutions sold 5,204 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $529K.
Stonehaven Wealth & Tax Solutions first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2024 and held it in 2 quarters.
Stonehaven Wealth & Tax Solutions's iShares 10-20 Year Treasury Bond ETF position peaked at $567K in Q4 2024.
632 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.