Truvestments Capital’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Truvestments Capital’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	-11	Closed	-$1.12K	–	1216
2025 Q4	$1.12K	Buy	+11	New	+$1.14K	﹤0.01%	915
2025 Q2	–	Sell	-204	Closed	-$21.2K	–	1093
2025 Q1	$21.2K	Buy	+204	New	+$20.7K	﹤0.01%	543
2024 Q4	–	Sell	-47	Closed	-$5.14K	–	1058
2024 Q3	$5.14K	Buy	+47	New	+$5.04K	﹤0.01%	681
2022 Q4	–	Sell	-36	Closed	-$4K	–	961
2022 Q3	$4K	Hold	36	–	–	﹤0.01%	496
2022 Q2	$4K	Buy	+36	New	+$4.42K	﹤0.01%	513
2022 Q1	–	Sell	-36	Closed	-$5K	–	511
2021 Q4	$5K	Buy	+36	New	+$5.33K	﹤0.01%	493

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Truvestments Capital's TLH Position: Q1 2026 in Review

Truvestments Capital sold out of iShares 10-20 Year Treasury Bond ETF (TLH) in Q1 2026, closing a stake of 11 shares — an estimated $1.12K sold.

Truvestments Capital first reported a position in TLH in Q4 2021 and held it in 6 quarters. The position peaked at $21.2K in Q1 2025. 633 funds tracked by Wall St. Rank hold TLH as of Q1 2026.

Truvestments Capital reported no remaining iShares 10-20 Year Treasury Bond ETF position as of Q1 2026 after selling out during the quarter.
Truvestments Capital sold 11 iShares 10-20 Year Treasury Bond ETF shares in Q1 2026, an estimated $1.12K.
Truvestments Capital first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2021 and held it in 6 quarters.
Truvestments Capital's iShares 10-20 Year Treasury Bond ETF position peaked at $21.2K in Q1 2025.
633 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.