TSA Wealth Management’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

TSA Wealth 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	$206K	Sell	2,048 -5,198	-72%	-$519K	0.06%	116
2026 Q1	$730K	Sell	7,246 -1,281	-15%	-$131K	0.24%	51
2025 Q4	$867K	Buy	8,527 +367	+4%	+$37.9K	0.29%	48
2025 Q3	$840K	Buy	8,160 +347	+4%	+$35.1K	0.29%	46
2025 Q2	$794K	Sell	7,813 -1,567	-17%	-$157K	0.29%	44
2025 Q1	$973K	Sell	9,380 -894	-9%	-$90.6K	0.39%	34
2024 Q4	$1.02M	Buy	10,274 +6	+0.1%	+$621	0.42%	32
2024 Q3	$1.12M	Buy	10,268 +1,237	+14%	+$133K	0.45%	30
2024 Q2	$927K	Buy	9,031 +6,360	+238%	+$647K	0.4%	33
2024 Q1	$281K	Sell	2,671 -22	-0.8%	-$2.3K	0.12%	49
2023 Q4	$292K	Buy	+2,693	New	+$270K	0.14%	47

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

TSA Wealth Management's TLH Position: Q2 2026 in Review

TSA Wealth Management reduced its iShares 10-20 Year Treasury Bond ETF (TLH) stake by 72% in Q2 2026, selling an estimated $519K and leaving 2,048 shares worth $206K. The position accounts for 0.06% of the portfolio, ranked #116.

TSA Wealth Management first reported a position in TLH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q3 2024. 613 funds tracked by Wall St. Rank hold TLH as of Q2 2026.

TSA Wealth Management held 2,048 shares of iShares 10-20 Year Treasury Bond ETF worth $206K as of Q2 2026.
TSA Wealth Management sold 5,198 iShares 10-20 Year Treasury Bond ETF shares in Q2 2026, an estimated $519K.
iShares 10-20 Year Treasury Bond ETF made up 0.06% of TSA Wealth Management's portfolio in Q2 2026, its #116 holding.
TSA Wealth Management first reported a position in iShares 10-20 Year Treasury Bond ETF in Q4 2023 and has held it in 11 quarters since.
TSA Wealth Management's iShares 10-20 Year Treasury Bond ETF position peaked at $1.12M in Q3 2024.
613 funds tracked by Wall St. Rank held iShares 10-20 Year Treasury Bond ETF as of Q2 2026.

Based on TSA Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.